-4.9%
RWAY vs VT
+57.3%
-62.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -4.1% |
| 7D | -7.3% | -4.2% | -3.1% | -4.6% |
| 30D | -4.0% | -5.8% | +1.8% | -0.2% |
| 3M | +11.8% | -5.2% | +17.0% | +15.7% |
| 6M | -0.7% | +0.1% | -0.8% | -0.8% |
| YTD | -21.0% | +8.2% | -29.2% | -24.9% |
| 1Y | -25.3% | +10.1% | -35.5% | -29.9% |
| 3Y | -23.4% | +69.7% | -93.1% | -45.5% |
| 5Y | -0.6% | +53.4% | -54.0% | -28.3% |
| All | -4.9% | +57.3% | -62.2% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling