+86.7%
RWL vs VT
+57.4%
+29.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.2% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | +2.7% | -2.6% | +5.3% | +4.7% |
| 3M | +1.6% | -3.2% | +4.9% | +4.2% |
| 6M | +9.9% | +0.9% | +9.0% | +8.6% |
| YTD | +19.9% | +11.3% | +8.6% | +9.1% |
| 1Y | +23.0% | +14.0% | +9.0% | +9.6% |
| 3Y | +82.5% | +75.8% | +6.7% | +12.1% |
| 5Y | +86.7% | +57.8% | +28.8% | +24.1% |
| All | +86.7% | +57.4% | +29.3% | +24.1% |
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