-96.0%
RPID vs VT
+57.0%
-153.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.6% |
| 7D | +1.6% | +2.4% | -0.8% | -1.5% |
| 30D | -20.3% | -1.5% | -18.8% | -17.8% |
| 3M | -61.7% | -4.1% | -57.6% | -58.8% |
| 6M | -73.7% | +0.6% | -74.3% | -73.8% |
| YTD | -77.6% | +11.0% | -88.6% | -80.3% |
| 1Y | -85.4% | +13.3% | -98.8% | -87.5% |
| 3Y | -34.9% | +73.4% | -108.3% | -67.7% |
| All | -96.0% | +57.0% | -153.1% | -97.6% |
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