+52.7%
ROST vs VT
+15.2%
+37.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +5.2% |
| 7D | +7.8% | -0.3% | +8.1% | +7.9% |
| 30D | +8.6% | -1.4% | +10.0% | +9.3% |
| 3M | -1.9% | -1.4% | -0.5% | -1.4% |
| 6M | +9.1% | +5.5% | +3.7% | +4.7% |
| YTD | +37.2% | +12.8% | +24.4% | +24.0% |
| 1Y | +52.7% | +15.4% | +37.3% | +35.4% |
| All | +52.7% | +15.2% | +37.5% | +35.4% |
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