+116.2%
RSKD vs VT
+69.7%
+46.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.5% |
| 7D | -0.4% | -2.3% | +2.0% | +2.4% |
| 30D | +6.1% | -5.0% | +11.0% | +12.7% |
| 3M | +64.5% | -4.9% | +69.4% | +74.8% |
| 6M | +79.8% | -1.5% | +81.3% | +82.7% |
| YTD | +71.8% | +8.5% | +63.3% | +54.4% |
| 1Y | +83.3% | +11.4% | +71.9% | +59.0% |
| 3Y | +116.2% | +70.1% | +46.1% | -0.3% |
| All | +116.2% | +69.7% | +46.5% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling