+84.6%
RCI vs VT
+374.2%
-289.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.3% |
| 7D | +2.5% | +0.4% | +2.1% | +2.3% |
| 30D | +10.6% | +1.0% | +9.6% | +9.9% |
| 3M | -0.4% | +2.4% | -2.8% | -2.2% |
| 6M | -5.6% | +12.0% | -17.6% | -12.6% |
| YTD | +1.3% | +15.3% | -14.0% | -8.2% |
| 1Y | +8.5% | +22.6% | -14.1% | -5.7% |
| 3Y | +1.9% | +74.7% | -72.7% | -30.4% |
| 5Y | -11.9% | +66.1% | -78.0% | -38.6% |
| 10Y | +18.7% | +225.0% | -206.3% | -48.2% |
| All | +84.6% | +374.2% | -289.6% | -37.2% |
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