+25.1%
RCI vs VT
+217.6%
-192.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.5% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +13.4% | -3.1% | +16.4% | +15.3% |
| 3M | -1.5% | -3.5% | +2.0% | +0.4% |
| 6M | -6.7% | +0.5% | -7.2% | -7.6% |
| YTD | -8.0% | +10.8% | -18.7% | -14.5% |
| 1Y | -8.0% | +11.9% | -19.8% | -15.1% |
| 3Y | -8.7% | +73.0% | -81.7% | -37.8% |
| 5Y | -17.9% | +58.6% | -76.5% | -41.2% |
| 10Y | +25.1% | +219.2% | -194.1% | -50.0% |
| All | +25.1% | +217.6% | -192.5% | -50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling