+174.6%
RS vs VT
+53.2%
+121.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.2% | -2.7% |
| 7D | -5.8% | -4.2% | -1.7% | -2.2% |
| 30D | +3.1% | -5.8% | +8.9% | +8.7% |
| 3M | -1.4% | -5.2% | +3.9% | +3.4% |
| 6M | +12.0% | +0.1% | +11.9% | +11.5% |
| YTD | +44.8% | +8.2% | +36.6% | +34.2% |
| 1Y | +51.9% | +10.1% | +41.7% | +38.3% |
| 3Y | +63.4% | +69.7% | -6.2% | +0.7% |
| 5Y | +174.6% | +53.4% | +121.2% | +83.6% |
| All | +174.6% | +53.2% | +121.4% | +83.6% |
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 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