-50.2%
RPT vs VT
+214.2%
-264.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | +1.5% |
| 7D | +1.2% | -4.2% | +5.4% | +5.0% |
| 30D | +5.7% | -5.8% | +11.5% | +11.2% |
| 3M | -6.6% | -5.2% | -1.3% | -2.2% |
| 6M | -20.3% | +0.1% | -20.4% | -20.9% |
| YTD | -25.8% | +8.2% | -34.1% | -31.6% |
| 1Y | -14.0% | +10.1% | -24.1% | -22.0% |
| 3Y | -42.1% | +69.7% | -111.8% | -64.2% |
| 5Y | -75.3% | +53.4% | -128.7% | -83.4% |
| 10Y | -53.4% | +219.2% | -272.6% | -80.7% |
| All | -50.2% | +214.2% | -264.4% | -79.0% |
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