+143.6%
REVS vs VT
+133.2%
+10.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -0.8% | -2.3% | +1.5% | +1.1% |
| 30D | +2.9% | -5.0% | +7.9% | +7.2% |
| 3M | +1.2% | -4.9% | +6.1% | +5.3% |
| 6M | +9.8% | -1.5% | +11.3% | +10.7% |
| YTD | +20.6% | +8.5% | +12.1% | +11.8% |
| 1Y | +25.5% | +11.4% | +14.1% | +13.7% |
| 3Y | +79.1% | +70.1% | +9.1% | +12.4% |
| 5Y | +77.2% | +53.7% | +23.5% | +20.8% |
| All | +143.6% | +133.2% | +10.4% | +15.7% |
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