-2.0%
RWX vs VT
+10.5%
-12.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.9% | -2.3% | +4.2% | +3.3% |
| 30D | +4.5% | -5.0% | +9.5% | +7.7% |
| 3M | -4.9% | -4.9% | 0.0% | -2.0% |
| 6M | -6.0% | -1.5% | -4.4% | -5.6% |
| YTD | -3.4% | +8.5% | -11.9% | -9.6% |
| 1Y | -2.0% | +11.4% | -13.3% | -9.6% |
| All | -2.0% | +10.5% | -12.4% | -9.6% |
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 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