-14.5%
RPC vs VT
+57.6%
-72.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | +5.2% | -2.3% | +7.5% | +7.6% |
| 30D | +22.6% | -5.0% | +27.6% | +29.1% |
| 3M | +10.9% | -4.9% | +15.7% | +16.7% |
| 6M | +19.3% | -1.5% | +20.8% | +20.9% |
| YTD | +0.3% | +8.5% | -8.2% | -8.1% |
| 1Y | -4.9% | +11.4% | -16.3% | -15.2% |
| 3Y | +1.3% | +70.1% | -68.8% | -38.6% |
| 5Y | -17.4% | +53.7% | -71.1% | -45.7% |
| All | -14.5% | +57.6% | -72.2% | -44.3% |
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 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