-74.5%
RPT vs VT
+59.8%
-134.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.9% |
| 7D | -0.1% | -0.7% | +0.6% | +0.5% |
| 30D | +7.8% | -1.7% | +9.5% | +9.4% |
| 3M | -7.4% | -2.3% | -5.1% | -5.6% |
| 6M | -16.5% | +1.5% | -18.0% | -18.0% |
| YTD | -24.3% | +12.0% | -36.4% | -32.6% |
| 1Y | -15.4% | +12.9% | -28.2% | -25.3% |
| 3Y | -40.7% | +74.9% | -115.6% | -65.3% |
| 5Y | -74.5% | +59.9% | -134.4% | -84.9% |
| All | -74.5% | +59.8% | -134.3% | -84.9% |
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