+246.7%
RRR vs VT
+220.7%
+26.0%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | +5.0% |
| 7D | -2.5% | -4.2% | +1.7% | +3.7% |
| 30D | -7.9% | -5.8% | -2.1% | +0.6% |
| 3M | -21.0% | -5.2% | -15.7% | -14.7% |
| 6M | -8.6% | +0.1% | -8.7% | -11.1% |
| YTD | -20.3% | +8.2% | -28.6% | -32.2% |
| 1Y | -8.9% | +10.1% | -19.1% | -24.8% |
| 3Y | +27.0% | +69.7% | -42.7% | -49.4% |
| 5Y | +21.5% | +53.4% | -31.9% | -41.3% |
| 10Y | +198.0% | +219.2% | -21.3% | -40.4% |
| All | +246.7% | +220.7% | +26.0% | -30.2% |
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