+6.3%
RWO vs VT
+58.5%
-52.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | 0.0% | +2.9% | -2.9% | -2.1% |
| 30D | +5.1% | -2.5% | +7.6% | +6.9% |
| 3M | -1.4% | -3.3% | +1.9% | +0.9% |
| 6M | +0.5% | +1.5% | -1.0% | -1.2% |
| YTD | +11.4% | +11.4% | 0.0% | +1.5% |
| 1Y | +10.5% | +11.9% | -1.4% | +0.2% |
| 3Y | +44.0% | +73.9% | -29.9% | -10.6% |
| 5Y | +6.3% | +57.9% | -51.6% | -29.4% |
| All | +6.3% | +58.5% | -52.2% | -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 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