-94.3%
RPID vs VT
+71.2%
-165.5%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.2% |
| 7D | -18.7% | +1.0% | -19.7% | -19.9% |
| 30D | -29.5% | -0.2% | -29.2% | -29.2% |
| 3M | -38.7% | +4.5% | -43.2% | -42.7% |
| 6M | -70.4% | +14.1% | -84.4% | -75.3% |
| YTD | -57.9% | +14.8% | -72.7% | -65.1% |
| 1Y | -55.1% | +21.2% | -76.3% | -65.4% |
| 3Y | +28.4% | +76.6% | -48.1% | -38.8% |
| 5Y | -94.0% | +66.6% | -160.6% | -96.6% |
| All | -94.3% | +71.2% | -165.5% | -97.0% |
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