+53.1%
RLI vs VT
+53.4%
-0.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +4.8% | -2.3% | +7.1% | +5.5% |
| 30D | +23.1% | -5.0% | +28.0% | +25.0% |
| 3M | +6.5% | -4.9% | +11.3% | +8.1% |
| 6M | +46.0% | -1.5% | +47.6% | +45.9% |
| YTD | +12.2% | +8.5% | +3.7% | +7.3% |
| 1Y | +22.4% | +11.4% | +11.0% | +15.6% |
| 3Y | +16.8% | +70.1% | -53.2% | -10.5% |
| All | +53.1% | +53.4% | -0.3% | +26.4% |
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