-98.0%
RCT vs VT
+10.5%
-108.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +40.0% | +0.2% | +39.8% | +39.8% |
| 7D | -27.6% | -2.3% | -25.3% | -25.6% |
| 30D | -68.2% | -5.0% | -63.2% | -66.6% |
| 3M | -79.6% | -4.9% | -74.7% | -78.7% |
| 6M | -93.9% | -1.5% | -92.4% | -93.9% |
| YTD | -97.2% | +8.5% | -105.7% | -97.6% |
| 1Y | -98.0% | +11.4% | -109.3% | -98.3% |
| All | -98.0% | +10.5% | -108.4% | -98.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling