-69.1%
RVLV vs VT
+65.7%
-134.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -2.0% |
| 7D | -10.8% | -0.1% | -10.6% | -10.5% |
| 30D | -19.8% | -0.7% | -19.1% | -18.8% |
| 3M | -3.8% | +4.0% | -7.8% | -11.2% |
| 6M | -18.7% | +12.3% | -30.9% | -35.7% |
| YTD | -35.4% | +14.0% | -49.5% | -50.7% |
| 1Y | -17.3% | +20.3% | -37.6% | -42.6% |
| 3Y | +49.2% | +75.4% | -26.2% | -49.4% |
| 5Y | -69.1% | +66.0% | -135.1% | -86.2% |
| All | -69.1% | +65.7% | -134.8% | -86.2% |
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 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