-75.3%
RPT vs VT
+53.4%
-128.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +2.6% | -2.3% | +4.9% | +4.7% |
| 30D | +6.1% | -5.0% | +11.0% | +10.8% |
| 3M | -6.3% | -4.9% | -1.4% | -2.2% |
| 6M | -19.2% | -1.5% | -17.6% | -18.6% |
| YTD | -26.5% | +8.5% | -35.0% | -32.6% |
| 1Y | -13.7% | +11.4% | -25.0% | -23.1% |
| 3Y | -43.6% | +70.1% | -113.7% | -66.1% |
| All | -75.3% | +53.4% | -128.7% | -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