+67.4%
RIG vs VT
+57.0%
+10.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.5% |
| 7D | +5.7% | +2.4% | +3.4% | +2.3% |
| 30D | -0.7% | -1.5% | +0.8% | +0.9% |
| 3M | -3.1% | -4.1% | +1.0% | +1.9% |
| 6M | -16.3% | +0.6% | -16.9% | -18.5% |
| YTD | +34.1% | +11.0% | +23.1% | +11.6% |
| 1Y | +38.2% | +13.3% | +24.8% | +11.4% |
| 3Y | -15.3% | +73.4% | -88.7% | -62.6% |
| All | +67.4% | +57.0% | +10.3% | -12.4% |
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