+24.1%
RSKD vs VT
+20.4%
+3.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.4% |
| 7D | -11.0% | -0.1% | -10.8% | -10.8% |
| 30D | +11.3% | -0.7% | +11.9% | +12.0% |
| 3M | +19.4% | +4.0% | +15.4% | +16.3% |
| 6M | +32.7% | +12.3% | +20.4% | +21.2% |
| YTD | +19.1% | +14.0% | +5.1% | +7.2% |
| 1Y | +24.1% | +20.3% | +3.8% | +5.3% |
| All | +24.1% | +20.4% | +3.7% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling