+56.0%
RIG vs VT
+58.5%
-2.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.0% |
| 7D | +4.3% | +2.9% | +1.4% | +0.2% |
| 30D | -5.8% | -2.5% | -3.3% | -2.9% |
| 3M | -6.7% | -3.3% | -3.3% | -2.9% |
| 6M | -18.7% | +1.5% | -20.2% | -21.9% |
| YTD | +28.8% | +11.4% | +17.5% | +6.8% |
| 1Y | +28.8% | +11.9% | +16.9% | +6.0% |
| 3Y | -20.0% | +73.9% | -93.9% | -64.8% |
| 5Y | +56.0% | +57.9% | -1.9% | -18.7% |
| All | +56.0% | +58.5% | -2.5% | -18.7% |
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