+82.2%
RSVR vs VT
+69.4%
+12.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +2.4% |
| 7D | +7.7% | -4.2% | +11.9% | +10.7% |
| 30D | +7.9% | -5.8% | +13.7% | +12.1% |
| 3M | +0.7% | -5.2% | +6.0% | +4.3% |
| 6M | +2.8% | +0.1% | +2.7% | +1.8% |
| YTD | +36.5% | +8.2% | +28.2% | +26.9% |
| 1Y | +37.7% | +10.1% | +27.6% | +26.2% |
| All | +82.2% | +69.4% | +12.8% | +2.9% |
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