+311.2%
RRR vs VT
+241.8%
+69.4%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.8% |
| 6M | -3.9% | +12.0% | -15.9% | -21.6% |
| YTD | -5.5% | +15.3% | -20.9% | -26.7% |
| 1Y | -4.8% | +22.6% | -27.3% | -33.5% |
| 3Y | +43.5% | +74.7% | -31.2% | -44.6% |
| 5Y | +55.1% | +66.1% | -11.0% | -33.9% |
| 10Y | +242.2% | +225.0% | +17.2% | -35.6% |
| All | +311.2% | +241.8% | +69.4% | -24.6% |
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 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