+24.5%
RVER vs VT
+44.7%
-20.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | +0.3% |
| 7D | -10.9% | -4.2% | -6.7% | -5.2% |
| 30D | -18.5% | -5.8% | -12.7% | -11.0% |
| 3M | -14.6% | -5.2% | -9.4% | -7.3% |
| 6M | +2.4% | +0.1% | +2.3% | +3.1% |
| YTD | +0.1% | +8.2% | -8.2% | -9.8% |
| 1Y | -3.7% | +10.1% | -13.9% | -15.5% |
| All | +24.5% | +44.7% | -20.2% | -25.9% |
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