+74.0%
RING vs VT
+368.6%
-294.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.7% | +7.9% | +8.4% |
| 7D | +1.1% | -0.3% | +1.4% | +1.4% |
| 30D | -3.2% | -1.4% | -1.8% | -2.1% |
| 3M | +10.5% | -1.4% | +11.9% | +12.1% |
| 6M | +0.2% | +5.5% | -5.3% | -2.1% |
| YTD | +1.2% | +12.8% | -11.7% | -4.7% |
| 1Y | +28.5% | +15.4% | +13.1% | +19.6% |
| 3Y | +233.8% | +76.9% | +156.9% | +143.0% |
| 5Y | +206.9% | +60.4% | +146.5% | +133.0% |
| 10Y | +302.0% | +232.8% | +69.2% | +99.0% |
| All | +74.0% | +368.6% | -294.6% | -33.8% |
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