+6.1%
RPD vs VT
+215.5%
-209.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.2% |
| 7D | -11.4% | -2.3% | -9.0% | -9.1% |
| 30D | +17.5% | -5.0% | +22.5% | +24.8% |
| 3M | +41.4% | -4.9% | +46.3% | +49.8% |
| 6M | +123.4% | -1.5% | +125.0% | +125.1% |
| YTD | -3.4% | +8.5% | -11.9% | -15.5% |
| 1Y | +1.9% | +11.4% | -9.4% | -13.9% |
| 3Y | -70.1% | +70.1% | -140.2% | -85.5% |
| 5Y | -89.4% | +53.7% | -143.1% | -94.0% |
| All | +6.1% | +215.5% | -209.4% | -80.2% |
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