+176.4%
RICK vs VT
+224.5%
-48.1%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.8% | +0.4% | -3.2% | -3.4% |
| 30D | +13.1% | +1.0% | +12.1% | +11.6% |
| 3M | +17.2% | +2.4% | +14.8% | +12.8% |
| 6M | +22.2% | +12.0% | +10.2% | +2.6% |
| YTD | +23.9% | +15.3% | +8.6% | -0.5% |
| 1Y | -17.9% | +22.6% | -40.5% | -39.8% |
| 3Y | -54.6% | +74.7% | -129.3% | -80.5% |
| 5Y | -52.9% | +66.1% | -119.0% | -77.7% |
| All | +176.4% | +224.5% | -48.1% | -38.1% |
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