-97.0%
RPID vs VT
+61.9%
-158.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.1% |
| 7D | -12.9% | -2.3% | -10.6% | -9.7% |
| 30D | -28.6% | -5.0% | -23.7% | -22.7% |
| 3M | -69.2% | -4.9% | -64.3% | -66.7% |
| 6M | -74.7% | -1.5% | -73.1% | -74.0% |
| YTD | -77.9% | +8.5% | -86.4% | -80.0% |
| 1Y | -76.7% | +11.4% | -88.1% | -79.7% |
| 3Y | -39.0% | +70.1% | -109.0% | -69.0% |
| 5Y | -97.1% | +53.7% | -150.8% | -98.1% |
| All | -97.0% | +61.9% | -158.9% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling