+2.8%
RULE vs VT
+53.2%
-50.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -3.5% |
| 7D | -13.0% | -4.2% | -8.8% | -10.2% |
| 30D | -17.8% | -5.8% | -12.0% | -14.1% |
| 3M | -15.4% | -5.2% | -10.2% | -12.0% |
| 6M | -9.0% | +0.1% | -9.2% | -8.2% |
| YTD | +11.9% | +8.2% | +3.7% | +8.1% |
| 1Y | +11.8% | +10.1% | +1.7% | +7.0% |
| 3Y | +40.2% | +69.7% | -29.4% | +11.1% |
| 5Y | +2.8% | +53.4% | -50.6% | -10.1% |
| All | +2.8% | +53.2% | -50.4% | -10.1% |
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