-89.1%
RPD vs VT
+59.7%
-148.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -0.9% |
| 7D | -14.9% | -0.3% | -14.6% | -14.6% |
| 30D | +21.7% | -1.4% | +23.1% | +24.1% |
| 3M | +39.5% | -1.4% | +40.9% | +42.1% |
| 6M | +131.7% | +5.5% | +126.3% | +113.2% |
| YTD | -1.1% | +12.8% | -13.9% | -18.9% |
| 1Y | -15.5% | +15.4% | -30.9% | -33.3% |
| 3Y | -70.7% | +76.9% | -147.6% | -88.3% |
| All | -89.1% | +59.7% | -148.8% | -94.8% |
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 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