+83.2%
RWL vs VT
+53.4%
+29.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.9% | -2.3% | +1.4% | +0.9% |
| 30D | +1.8% | -5.0% | +6.8% | +5.9% |
| 3M | +0.2% | -4.9% | +5.1% | +4.1% |
| 6M | +8.1% | -1.5% | +9.7% | +8.9% |
| YTD | +17.7% | +8.5% | +9.3% | +9.3% |
| 1Y | +21.5% | +11.4% | +10.1% | +10.3% |
| 3Y | +77.0% | +70.1% | +6.9% | +11.6% |
| All | +83.2% | +53.4% | +29.8% | +24.6% |
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