-59.4%
RICK vs VT
+53.2%
-112.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | +2.0% |
| 7D | +3.1% | -4.2% | +7.3% | +8.6% |
| 30D | +11.9% | -5.8% | +17.7% | +20.3% |
| 3M | +12.9% | -5.2% | +18.1% | +20.5% |
| 6M | +14.8% | +0.1% | +14.7% | +13.8% |
| YTD | +23.7% | +8.2% | +15.4% | +10.9% |
| 1Y | +19.2% | +10.1% | +9.0% | +4.5% |
| 3Y | -47.0% | +69.7% | -116.7% | -73.2% |
| 5Y | -59.4% | +53.4% | -112.7% | -73.6% |
| All | -59.4% | +53.2% | -112.6% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling