-50.6%
RPT vs VT
+215.0%
-265.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.5% |
| YTD | -26.5% | +8.5% | -35.0% | -32.3% |
| 1Y | -13.7% | +11.4% | -25.0% | -22.6% |
| 3Y | -43.6% | +70.1% | -113.7% | -65.2% |
| 5Y | -75.5% | +53.7% | -129.3% | -83.6% |
| 10Y | -53.8% | +220.0% | -273.8% | -80.9% |
| All | -50.6% | +215.0% | -265.6% | -79.2% |
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