+54.3%
RLI vs VT
+59.8%
-5.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.6% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | +21.3% | -1.7% | +23.1% | +21.9% |
| 3M | +7.7% | -2.3% | +10.1% | +8.4% |
| 6M | +48.8% | +1.5% | +47.3% | +47.2% |
| YTD | +12.7% | +12.0% | +0.7% | +6.7% |
| 1Y | +20.3% | +12.9% | +7.4% | +13.4% |
| 3Y | +16.0% | +74.9% | -59.0% | -11.9% |
| 5Y | +54.3% | +59.9% | -5.7% | +24.8% |
| All | +54.3% | +59.8% | -5.5% | +24.8% |
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 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