+6.6%
RULE vs VT
+59.5%
-52.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +0.9% |
| 7D | -2.6% | -0.7% | -1.9% | -2.0% |
| 30D | -14.0% | -1.7% | -12.2% | -12.7% |
| 3M | -11.1% | -2.3% | -8.8% | -9.4% |
| 6M | -13.0% | +1.5% | -14.6% | -13.3% |
| YTD | +16.5% | +12.0% | +4.5% | +9.8% |
| 1Y | +15.5% | +12.9% | +2.6% | +8.4% |
| 3Y | +43.4% | +74.9% | -31.6% | +10.9% |
| 5Y | +7.7% | +59.9% | -52.2% | -8.5% |
| All | +6.6% | +59.5% | -52.8% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling