+13.8%
RCTR vs VT
+25.3%
-11.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.4% | +0.4% | +0.9% | +0.7% |
| 30D | +1.7% | +1.0% | +0.7% | +0.3% |
| 3M | -2.6% | +2.4% | -5.0% | -5.7% |
| 6M | -7.3% | +12.0% | -19.3% | -20.8% |
| YTD | +6.1% | +15.3% | -9.2% | -13.2% |
| 1Y | +14.8% | +22.6% | -7.8% | -13.5% |
| All | +13.8% | +25.3% | -11.6% | -17.6% |
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