+33.8%
RVT vs VT
+57.9%
-24.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.1% | -1.6% | +2.7% | +3.0% |
| 30D | -1.5% | -2.5% | +1.0% | +1.4% |
| 3M | -6.0% | -1.3% | -4.7% | -4.5% |
| 6M | -4.6% | +3.1% | -7.7% | -8.0% |
| YTD | +11.5% | +10.9% | +0.6% | -1.3% |
| 1Y | +17.0% | +12.1% | +4.9% | +2.4% |
| 3Y | +71.5% | +73.9% | -2.4% | -9.5% |
| All | +33.8% | +57.9% | -24.1% | -20.5% |
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