+1,241.0%
RLI vs VT
+345.0%
+896.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.2% | +4.0% |
| 7D | +7.9% | -4.2% | +12.1% | +11.0% |
| 30D | +24.4% | -5.8% | +30.2% | +29.4% |
| 3M | +11.3% | -5.2% | +16.5% | +15.2% |
| 6M | +45.7% | +0.1% | +45.6% | +43.9% |
| YTD | +14.4% | +8.2% | +6.2% | +6.1% |
| 1Y | +25.1% | +10.1% | +15.0% | +14.4% |
| 3Y | +18.2% | +69.7% | -51.4% | -22.6% |
| 5Y | +54.1% | +53.4% | +0.7% | +7.1% |
| 10Y | +272.1% | +219.2% | +52.9% | +49.2% |
| All | +1,241.0% | +345.0% | +896.0% | +357.0% |
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