+9.1%
RWAY vs VT
+53.4%
-44.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.2% | +9.1% | +9.2% |
| 7D | +2.6% | -2.3% | +4.9% | +4.3% |
| 30D | +5.5% | -5.0% | +10.5% | +9.1% |
| 3M | +17.5% | -4.9% | +22.4% | +21.4% |
| 6M | +8.5% | -1.5% | +10.1% | +9.6% |
| YTD | -13.6% | +8.5% | -22.1% | -18.1% |
| 1Y | -17.8% | +11.4% | -29.2% | -23.4% |
| 3Y | -16.8% | +70.1% | -86.9% | -41.0% |
| All | +9.1% | +53.4% | -44.3% | -15.8% |
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