+76.4%
RICK vs VT
+363.9%
-287.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +3.2% |
| 7D | +6.9% | -0.3% | +7.2% | +7.2% |
| 30D | +15.8% | -1.4% | +17.2% | +17.5% |
| 3M | +18.5% | -1.4% | +19.9% | +20.3% |
| 6M | +21.2% | +5.5% | +15.8% | +14.2% |
| YTD | +27.6% | +12.8% | +14.8% | +11.8% |
| 1Y | +28.5% | +15.4% | +13.1% | +10.0% |
| 3Y | -45.3% | +76.9% | -122.2% | -69.9% |
| 5Y | -54.8% | +60.4% | -115.2% | -71.9% |
| 10Y | +175.3% | +232.8% | -57.5% | -4.2% |
| All | +76.4% | +363.9% | -287.5% | -51.8% |
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