+97.5%
RUSHA vs VT
+53.4%
+44.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | +2.8% | -2.3% | +5.2% | +5.1% |
| 30D | -2.1% | -5.0% | +2.9% | +2.6% |
| 3M | -16.6% | -4.9% | -11.7% | -12.6% |
| 6M | -7.4% | -1.5% | -5.8% | -6.4% |
| YTD | +23.9% | +8.5% | +15.4% | +13.9% |
| 1Y | +41.9% | +11.4% | +30.6% | +27.2% |
| 3Y | +80.4% | +70.1% | +10.3% | +10.5% |
| All | +97.5% | +53.4% | +44.1% | +29.8% |
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