-7.2%
RCD vs VT
+31.7%
-39.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +0.2% |
| 7D | -1.3% | -4.2% | +2.8% | -0.5% |
| 30D | -11.7% | -5.8% | -5.9% | -10.7% |
| 3M | -9.8% | -5.2% | -4.6% | -8.9% |
| 6M | -5.8% | +0.1% | -6.0% | -5.8% |
| YTD | +2.7% | +8.2% | -5.5% | +1.5% |
| 1Y | -7.4% | +10.1% | -17.5% | -8.7% |
| All | -7.2% | +31.7% | -39.0% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling