-95.4%
RCT vs VT
+41.4%
-136.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | -4.2% | +0.4% | -4.6% | -5.1% |
| 30D | +4.5% | +1.0% | +3.6% | +2.5% |
| 3M | -66.1% | +2.4% | -68.5% | -67.7% |
| 6M | -77.5% | +12.0% | -89.5% | -82.3% |
| YTD | -86.1% | +15.3% | -101.4% | -89.7% |
| 1Y | -84.1% | +22.6% | -106.7% | -89.6% |
| All | -95.4% | +41.4% | -136.8% | -97.8% |
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