+99.9%
RLJ vs VT
+15.2%
+84.7%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | -0.1% |
| 7D | +1.8% | -0.3% | +2.1% | +2.0% |
| 30D | +14.0% | -1.4% | +15.4% | +15.1% |
| 3M | +3.7% | -1.4% | +5.1% | +4.6% |
| 6M | +56.4% | +5.5% | +50.9% | +49.0% |
| YTD | +78.9% | +12.8% | +66.0% | +60.3% |
| 1Y | +99.9% | +15.4% | +84.4% | +75.7% |
| All | +99.9% | +15.2% | +84.7% | +75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling