-20.1%
RWAY vs VT
+74.1%
-94.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -3.0% |
| 7D | +1.9% | +0.4% | +1.5% | +1.7% |
| 30D | +3.2% | -2.6% | +5.8% | +5.0% |
| 3M | +1.3% | -3.2% | +4.6% | +3.4% |
| 6M | +11.5% | +0.9% | +10.6% | +10.9% |
| YTD | -14.8% | +11.3% | -26.1% | -20.5% |
| 1Y | -20.4% | +14.0% | -34.4% | -26.9% |
| 3Y | -20.1% | +75.8% | -95.9% | -29.4% |
| All | -20.1% | +74.1% | -94.2% | -29.4% |
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