+30.3%
RVER vs VT
+48.1%
-17.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.8% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -13.7% | -3.1% | -10.7% | -9.5% |
| 3M | -12.3% | -3.5% | -8.8% | -7.3% |
| 6M | +3.6% | +0.5% | +3.2% | +3.8% |
| YTD | +4.7% | +10.8% | -6.1% | -8.8% |
| 1Y | +2.4% | +11.9% | -9.5% | -12.1% |
| All | +30.3% | +48.1% | -17.8% | -25.1% |
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 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