+180.4%
RS vs VT
+57.0%
+123.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +2.5% | +2.4% | +0.1% | +0.4% |
| 30D | +5.0% | -1.5% | +6.5% | +6.4% |
| 3M | +0.8% | -4.1% | +4.9% | +4.5% |
| 6M | +16.6% | +0.6% | +16.0% | +15.6% |
| YTD | +49.5% | +11.0% | +38.4% | +35.3% |
| 1Y | +58.6% | +13.3% | +45.3% | +40.9% |
| 3Y | +67.1% | +73.4% | -6.3% | +1.0% |
| All | +180.4% | +57.0% | +123.3% | +82.3% |
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