+211.8%
ROAD vs VT
+66.2%
+145.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +2.0% |
| 7D | -4.9% | +0.4% | -5.4% | -5.4% |
| 30D | -0.4% | +1.0% | -1.3% | -1.4% |
| 3M | -7.3% | +2.4% | -9.7% | -10.0% |
| 6M | -23.0% | +12.0% | -35.0% | -33.2% |
| YTD | -3.6% | +15.3% | -18.9% | -19.7% |
| 1Y | -13.8% | +22.6% | -36.4% | -33.8% |
| 3Y | +198.3% | +74.7% | +123.6% | +51.9% |
| All | +211.8% | +66.2% | +145.6% | +69.3% |
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