+3.1%
RSVR vs VT
+53.4%
-50.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +7.2% | -2.3% | +9.6% | +9.1% |
| 30D | +5.3% | -5.0% | +10.2% | +9.4% |
| 3M | -0.8% | -4.9% | +4.1% | +3.1% |
| 6M | +0.1% | -1.5% | +1.6% | +0.5% |
| YTD | +34.9% | +8.5% | +26.4% | +24.5% |
| 1Y | +39.3% | +11.4% | +27.9% | +25.5% |
| 3Y | +80.1% | +70.1% | +10.0% | +11.8% |
| All | +3.1% | +53.4% | -50.3% | -38.8% |
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