-38.3%
RECT vs VT
+10.7%
-48.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +2.2% |
| 7D | +2.4% | -4.2% | +6.6% | +4.7% |
| 30D | +1.6% | -5.8% | +7.4% | +5.0% |
| 3M | +7.1% | -5.2% | +12.3% | +10.1% |
| 6M | +14.2% | +0.1% | +14.1% | +12.2% |
| YTD | -22.1% | +8.2% | -30.4% | -25.4% |
| 1Y | -38.3% | +10.1% | -48.4% | -40.3% |
| All | -38.3% | +10.7% | -48.9% | -40.3% |
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