+28.8%
RRR vs VT
+57.4%
-28.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.2% |
| 7D | -3.3% | +0.4% | -3.6% | -4.0% |
| 30D | +0.7% | -2.6% | +3.3% | +3.6% |
| 3M | -19.1% | -3.2% | -15.8% | -16.2% |
| 6M | -7.7% | +0.9% | -8.6% | -10.3% |
| YTD | -17.2% | +11.3% | -28.5% | -29.7% |
| 1Y | -10.9% | +14.0% | -24.9% | -26.9% |
| 3Y | +35.5% | +75.8% | -40.3% | -38.7% |
| 5Y | +28.8% | +57.8% | -29.0% | -29.0% |
| All | +28.8% | +57.4% | -28.6% | -29.0% |
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 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