+51.3%
RIG vs VT
+13.3%
+38.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -8.7% | -1.6% | -7.1% | -8.1% |
| 30D | +14.1% | -2.5% | +16.6% | +15.4% |
| 3M | +14.6% | -1.3% | +15.9% | +14.9% |
| 6M | -13.7% | +3.1% | -16.8% | -16.2% |
| YTD | +42.9% | +10.9% | +31.9% | +28.6% |
| All | +51.3% | +13.3% | +38.0% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling