+207.5%
RVTY vs VT
+215.5%
-8.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.6% |
| 7D | -1.2% | -2.3% | +1.1% | +1.2% |
| 30D | +1.0% | -5.0% | +6.0% | +6.5% |
| 3M | +35.8% | -4.9% | +40.7% | +43.0% |
| 6M | +56.7% | -1.5% | +58.2% | +58.7% |
| YTD | +60.7% | +8.5% | +52.2% | +48.0% |
| 1Y | +73.7% | +11.4% | +62.3% | +55.8% |
| 3Y | +82.8% | +70.1% | +12.7% | +8.9% |
| 5Y | -7.0% | +53.7% | -60.8% | -39.1% |
| All | +207.5% | +215.5% | -8.0% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling