+160.9%
RICK vs VT
+215.5%
-54.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.4% |
| 7D | +2.1% | -2.3% | +4.4% | +5.6% |
| 30D | +10.1% | -5.0% | +15.1% | +18.4% |
| 3M | +10.5% | -4.9% | +15.4% | +18.6% |
| 6M | +12.5% | -1.5% | +14.0% | +14.2% |
| YTD | +22.4% | +8.5% | +13.9% | +7.1% |
| 1Y | +22.7% | +11.4% | +11.4% | +3.2% |
| 3Y | -46.6% | +70.1% | -116.7% | -76.4% |
| 5Y | -59.8% | +53.7% | -113.5% | -78.8% |
| All | +160.9% | +215.5% | -54.6% | -37.6% |
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