+20.6%
RCI vs VT
+223.7%
-203.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -1.5% |
| 7D | -0.5% | +0.4% | -0.8% | -0.8% |
| 30D | +12.1% | -2.6% | +14.7% | +13.7% |
| 3M | -2.2% | -3.2% | +1.0% | -0.5% |
| 6M | -7.8% | +0.9% | -8.8% | -8.9% |
| YTD | -9.0% | +11.3% | -20.3% | -15.8% |
| 1Y | -8.3% | +14.0% | -22.3% | -16.4% |
| 3Y | -10.0% | +75.8% | -85.8% | -39.4% |
| 5Y | -18.7% | +57.8% | -76.5% | -41.5% |
| 10Y | +20.6% | +219.8% | -199.2% | -52.6% |
| All | +20.6% | +223.7% | -203.1% | -52.6% |
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 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