+139.5%
ROAD vs VT
+59.7%
+79.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +0.7% |
| 7D | +17.6% | -0.3% | +17.9% | +18.1% |
| 30D | +9.7% | -1.4% | +11.1% | +12.0% |
| 3M | -7.0% | -1.4% | -5.6% | -4.6% |
| 6M | -20.7% | +5.5% | -26.2% | -25.7% |
| YTD | -8.6% | +12.8% | -21.4% | -21.3% |
| 1Y | -11.4% | +15.4% | -26.8% | -25.8% |
| 3Y | +149.6% | +76.9% | +72.7% | +26.4% |
| All | +139.5% | +59.7% | +79.8% | +33.7% |
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 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