+75.8%
RVT vs VT
+76.6%
-0.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -1.0% |
| 7D | +1.5% | -0.3% | +1.8% | +1.9% |
| 30D | -0.3% | -1.4% | +1.1% | +1.3% |
| 3M | -6.7% | -1.4% | -5.3% | -5.2% |
| 6M | -3.0% | +5.5% | -8.4% | -8.7% |
| YTD | +12.5% | +12.8% | -0.3% | -2.2% |
| 1Y | +19.1% | +15.4% | +3.7% | +0.9% |
| All | +75.8% | +76.6% | -0.7% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling