-34.4%
RFIX vs VT
+31.0%
-65.4%
-38.9%
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 | +0.1% | -1.6% | +1.7% | +0.1% |
| 30D | +2.0% | -2.5% | +4.5% | +2.0% |
| 3M | +1.2% | -1.3% | +2.5% | +1.2% |
| 6M | -5.9% | +3.1% | -9.0% | -5.9% |
| YTD | +4.5% | +10.9% | -6.4% | +4.8% |
| 1Y | -5.8% | +12.1% | -17.9% | -5.4% |
| All | -34.4% | +31.0% | -65.4% | -35.7% |
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 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