+21.6%
RWX vs VT
+69.7%
-48.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.9% | -2.3% | +4.2% | +3.2% |
| 30D | +4.5% | -5.0% | +9.5% | +7.6% |
| 3M | -4.9% | -4.9% | 0.0% | -2.1% |
| 6M | -6.0% | -1.5% | -4.4% | -5.4% |
| YTD | -3.4% | +8.5% | -11.9% | -8.3% |
| 1Y | -2.0% | +11.4% | -13.3% | -8.4% |
| 3Y | +21.6% | +70.1% | -48.5% | -24.0% |
| All | +21.6% | +69.7% | -48.2% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling