+227.3%
ROUS vs VT
+221.8%
+5.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +3.4% | +2.4% | +1.0% | +1.2% |
| 30D | +0.8% | -1.5% | +2.3% | +2.1% |
| 3M | -0.7% | -4.1% | +3.4% | +3.0% |
| 6M | +6.8% | +0.6% | +6.2% | +5.9% |
| YTD | +19.6% | +11.0% | +8.6% | +8.1% |
| 1Y | +21.2% | +13.3% | +7.8% | +7.5% |
| 3Y | +75.1% | +73.4% | +1.7% | +4.6% |
| 5Y | +73.1% | +57.4% | +15.7% | +12.7% |
| All | +227.3% | +221.8% | +5.6% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling