-97.4%
RCAX vs VT
+4.5%
-101.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.6% | +0.2% | +36.4% | +35.3% |
| 7D | -28.9% | -2.3% | -26.6% | -17.3% |
| 30D | -62.9% | -5.0% | -57.9% | -47.5% |
| 3M | -84.1% | -4.9% | -79.2% | -77.3% |
| 6M | -93.1% | -1.5% | -91.6% | -90.7% |
| All | -97.4% | +4.5% | -101.9% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling