+69.3%
RCI vs VT
+345.0%
-275.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.5% | +1.1% |
| 7D | +8.3% | -4.2% | +12.5% | +11.2% |
| 30D | +11.6% | -5.8% | +17.4% | +15.7% |
| 3M | +1.4% | -5.2% | +6.7% | +4.7% |
| 6M | -5.0% | +0.1% | -5.2% | -5.8% |
| YTD | -7.1% | +8.2% | -15.3% | -12.5% |
| 1Y | -5.9% | +10.1% | -16.0% | -12.4% |
| 3Y | -6.7% | +69.7% | -76.4% | -35.5% |
| 5Y | -14.2% | +53.4% | -67.6% | -37.2% |
| 10Y | +21.0% | +219.2% | -198.2% | -46.7% |
| All | +69.3% | +345.0% | -275.7% | -40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling