-54.7%
RPT vs VT
+222.7%
-277.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.0% |
| 7D | -0.6% | +2.9% | -3.5% | -3.2% |
| 30D | +7.8% | -2.5% | +10.3% | +10.3% |
| 3M | -11.3% | -3.3% | -8.0% | -8.5% |
| 6M | -19.2% | +1.5% | -20.7% | -20.8% |
| YTD | -26.3% | +11.4% | -37.6% | -34.3% |
| 1Y | -18.5% | +11.9% | -30.4% | -27.9% |
| 3Y | -42.2% | +73.9% | -116.1% | -66.7% |
| 5Y | -74.7% | +57.9% | -132.6% | -84.1% |
| All | -54.7% | +222.7% | -277.4% | -84.7% |
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