+8.4%
RPD vs VT
+10.7%
-2.3%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.1% | +6.7% | +3.1% |
| 7D | -9.6% | -4.2% | -5.4% | -9.2% |
| 30D | +25.8% | -5.8% | +31.6% | +26.5% |
| 3M | +42.2% | -5.2% | +47.4% | +43.0% |
| 6M | +131.1% | +0.1% | +131.0% | +132.4% |
| YTD | +1.6% | +8.2% | -6.7% | -0.5% |
| 1Y | +8.4% | +10.1% | -1.8% | +4.2% |
| All | +8.4% | +10.7% | -2.3% | +4.2% |
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 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