-99.2%
RCT vs VT
+36.5%
-135.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +3.0% |
| 7D | +15.7% | +2.9% | +12.8% | +9.6% |
| 30D | -64.6% | -2.5% | -62.0% | -63.3% |
| 3M | -84.0% | -3.3% | -80.7% | -83.4% |
| 6M | -94.8% | +1.5% | -96.3% | -95.1% |
| YTD | -97.7% | +11.4% | -109.0% | -98.2% |
| 1Y | -98.1% | +11.9% | -110.0% | -98.6% |
| All | -99.2% | +36.5% | -135.8% | -99.6% |
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