+112.7%
ROST vs VT
+57.5%
+55.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +3.2% | -0.1% | +3.3% | +3.4% |
| 30D | +7.4% | -3.1% | +10.5% | +10.5% |
| 3M | -6.1% | -3.5% | -2.6% | -3.0% |
| 6M | +6.2% | +0.5% | +5.8% | +5.1% |
| YTD | +33.4% | +10.8% | +22.7% | +19.8% |
| 1Y | +48.8% | +11.9% | +36.9% | +32.3% |
| 3Y | +99.5% | +73.0% | +26.6% | +11.5% |
| 5Y | +112.7% | +58.6% | +54.1% | +37.1% |
| All | +112.7% | +57.5% | +55.1% | +37.1% |
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