-3.1%
RVSB vs VT
+57.0%
-60.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.4% |
| 7D | +9.2% | +2.4% | +6.8% | +8.0% |
| 30D | +11.1% | -1.5% | +12.7% | +11.8% |
| 3M | +26.2% | -4.1% | +30.3% | +28.5% |
| 6M | +24.1% | +0.6% | +23.6% | +23.2% |
| YTD | +35.0% | +11.0% | +24.0% | +27.2% |
| 1Y | +27.9% | +13.3% | +14.6% | +19.2% |
| 3Y | +23.5% | +73.4% | -49.9% | -7.2% |
| All | -3.1% | +57.0% | -60.2% | -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