-11.8%
RWTQ vs VT
+14.9%
-26.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +4.2% | +2.9% | +1.3% | +3.4% |
| 30D | +7.6% | -2.5% | +10.1% | +8.0% |
| 3M | -11.7% | -3.3% | -8.4% | -11.3% |
| 6M | -13.6% | +1.5% | -15.1% | -13.8% |
| YTD | -16.2% | +11.4% | -27.5% | -16.7% |
| All | -11.8% | +14.9% | -26.6% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling