-89.9%
RJET vs VT
+152.0%
-241.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.8% |
| 7D | +3.7% | -0.1% | +3.8% | +3.9% |
| 30D | -11.8% | -0.7% | -11.1% | -10.8% |
| 3M | -1.2% | +4.0% | -5.2% | -7.2% |
| 6M | -12.7% | +12.3% | -25.0% | -27.7% |
| YTD | -3.0% | +14.0% | -17.0% | -21.5% |
| 1Y | -10.7% | +20.3% | -31.0% | -34.0% |
| 3Y | -5.7% | +75.4% | -81.2% | -63.1% |
| 5Y | -84.8% | +66.0% | -150.8% | -93.2% |
| All | -89.9% | +152.0% | -241.9% | -97.7% |
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 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