+25.0%
RPG vs VT
+60.6%
-35.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -3.7% |
| 7D | -5.0% | -0.3% | -4.7% | -4.6% |
| 30D | -11.8% | -1.4% | -10.3% | -9.9% |
| 3M | -10.6% | -1.4% | -9.2% | -8.7% |
| 6M | -3.9% | +5.5% | -9.4% | -9.8% |
| YTD | +13.2% | +12.8% | +0.4% | -2.6% |
| 1Y | +14.0% | +15.4% | -1.5% | -4.8% |
| 3Y | +76.5% | +76.9% | -0.3% | -14.1% |
| 5Y | +25.0% | +60.4% | -35.4% | -28.1% |
| All | +25.0% | +60.6% | -35.6% | -28.1% |
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