+243.1%
RRR vs VT
+224.5%
+18.6%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.3% | +0.4% | -0.1% | -0.4% |
| 30D | -6.3% | +1.0% | -7.2% | -7.8% |
| 3M | +1.2% | +2.4% | -1.2% | -3.9% |
| 6M | -3.9% | +12.0% | -15.9% | -21.9% |
| YTD | -5.5% | +15.3% | -20.9% | -27.0% |
| 1Y | -4.8% | +22.6% | -27.3% | -34.0% |
| 3Y | +43.5% | +74.7% | -31.2% | -45.8% |
| 5Y | +55.1% | +66.1% | -11.0% | -35.2% |
| All | +243.1% | +224.5% | +18.6% | -41.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling