+331.5%
RING vs VT
+215.5%
+115.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +14.3% | -2.3% | +16.6% | +16.1% |
| 30D | +2.4% | -5.0% | +7.4% | +6.2% |
| 3M | +5.6% | -4.9% | +10.4% | +9.6% |
| 6M | -4.1% | -1.5% | -2.6% | -2.2% |
| YTD | +4.5% | +8.5% | -3.9% | +1.0% |
| 1Y | +27.6% | +11.4% | +16.2% | +21.6% |
| 3Y | +249.3% | +70.1% | +179.2% | +162.4% |
| 5Y | +208.5% | +53.7% | +154.7% | +139.8% |
| All | +331.5% | +215.5% | +115.9% | +88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling