-50.3%
RES vs VT
+224.5%
-274.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.6% | +0.4% | +1.1% | +1.0% |
| 30D | +13.0% | +1.0% | +12.1% | +11.7% |
| 3M | -9.9% | +2.4% | -12.2% | -12.4% |
| 6M | +7.0% | +12.0% | -5.0% | -7.5% |
| YTD | +21.9% | +15.3% | +6.5% | +2.0% |
| 1Y | +39.1% | +22.6% | +16.5% | +8.3% |
| 3Y | -15.0% | +74.7% | -89.6% | -56.1% |
| 5Y | +78.4% | +66.1% | +12.2% | -2.3% |
| All | -50.3% | +224.5% | -274.7% | -87.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling