+626.7%
RS vs VT
+374.2%
+252.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.3% | +0.4% | +2.9% | +2.7% |
| 30D | -4.6% | +1.0% | -5.6% | -5.9% |
| 3M | +1.3% | +2.4% | -1.1% | -2.4% |
| 6M | +29.2% | +12.0% | +17.2% | +10.1% |
| YTD | +40.1% | +15.3% | +24.8% | +14.5% |
| 1Y | +37.8% | +22.6% | +15.2% | +3.5% |
| 3Y | +46.8% | +74.7% | -27.9% | -32.7% |
| 5Y | +190.0% | +66.1% | +123.8% | +39.4% |
| 10Y | +569.4% | +225.0% | +344.4% | +20.2% |
| All | +626.7% | +374.2% | +252.5% | -25.7% |
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