+628.5%
RPV vs VT
+345.0%
+283.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +2.0% |
| 7D | -0.2% | -4.2% | +4.0% | +4.1% |
| 30D | +3.6% | -5.8% | +9.4% | +9.8% |
| 3M | +1.2% | -5.2% | +6.4% | +6.5% |
| 6M | +10.2% | +0.1% | +10.1% | +9.1% |
| YTD | +19.2% | +8.2% | +11.0% | +8.3% |
| 1Y | +25.2% | +10.1% | +15.1% | +11.7% |
| 3Y | +77.6% | +69.7% | +8.0% | +0.4% |
| 5Y | +68.0% | +53.4% | +14.6% | +4.8% |
| 10Y | +194.5% | +219.2% | -24.7% | -11.3% |
| All | +628.5% | +345.0% | +283.5% | +73.4% |
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