+695.8%
ROAD vs VT
+152.6%
+543.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +14.5% | -1.6% | +16.1% | +16.8% |
| 30D | +5.7% | -2.5% | +8.2% | +9.3% |
| 3M | -10.9% | -1.3% | -9.6% | -9.0% |
| 6M | -23.9% | +3.1% | -27.0% | -26.2% |
| YTD | -11.3% | +10.9% | -22.2% | -20.9% |
| 1Y | -15.4% | +12.1% | -27.4% | -25.4% |
| 3Y | +142.2% | +73.9% | +68.3% | +29.6% |
| 5Y | +149.1% | +58.0% | +91.2% | +49.5% |
| All | +695.8% | +152.6% | +543.2% | +187.8% |
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 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