+21.5%
RRR vs VT
+53.2%
-31.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | +3.5% |
| 7D | -2.5% | -4.2% | +1.7% | +2.3% |
| 30D | -7.9% | -5.8% | -2.1% | -1.2% |
| 3M | -21.0% | -5.2% | -15.7% | -16.1% |
| 6M | -8.6% | +0.1% | -8.7% | -10.5% |
| YTD | -20.3% | +8.2% | -28.6% | -30.0% |
| 1Y | -8.9% | +10.1% | -19.1% | -22.0% |
| 3Y | +27.0% | +69.7% | -42.7% | -39.9% |
| 5Y | +21.5% | +53.4% | -31.9% | -30.9% |
| All | +21.5% | +53.2% | -31.7% | -30.9% |
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