+39.2%
RPID vs VT
+75.0%
-35.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.0% |
| 7D | -16.6% | +0.4% | -17.0% | -17.1% |
| 30D | -37.9% | +1.0% | -38.9% | -39.0% |
| 3M | -34.2% | +2.4% | -36.6% | -36.7% |
| 6M | -70.0% | +12.0% | -82.0% | -74.5% |
| YTD | -54.8% | +15.3% | -70.2% | -63.1% |
| 1Y | -46.3% | +22.6% | -68.9% | -59.4% |
| All | +39.2% | +75.0% | -35.8% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling