-99.3%
RCT vs VT
+38.3%
-137.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +0.4% |
| 7D | -46.8% | -0.3% | -46.5% | -46.4% |
| 30D | -82.0% | -1.4% | -80.5% | -81.6% |
| 3M | -84.1% | -1.4% | -82.7% | -83.9% |
| 6M | -95.2% | +5.5% | -100.6% | -95.7% |
| YTD | -97.8% | +12.8% | -110.6% | -98.3% |
| 1Y | -98.3% | +15.4% | -113.7% | -98.8% |
| All | -99.3% | +38.3% | -137.6% | -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 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