-97.8%
RCT vs VT
+11.9%
-109.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.1% | +0.2% | +15.9% | +16.0% |
| 7D | -14.3% | +2.4% | -16.6% | -15.9% |
| 30D | -66.0% | -1.5% | -64.5% | -65.5% |
| 3M | -83.3% | -4.1% | -79.1% | -82.7% |
| 6M | -94.5% | +0.6% | -95.0% | -94.6% |
| YTD | -97.6% | +11.0% | -108.6% | -97.9% |
| 1Y | -97.8% | +13.3% | -111.2% | -98.2% |
| All | -97.8% | +11.9% | -109.7% | -98.2% |
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 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