-99.6%
RXD vs VT
+346.0%
-445.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.4% |
| 7D | -0.3% | -2.3% | +2.0% | -2.7% |
| 30D | -17.2% | -5.0% | -12.3% | -21.9% |
| 3M | -21.8% | -4.9% | -16.9% | -26.0% |
| 6M | -39.1% | -1.5% | -37.6% | -40.3% |
| YTD | -30.9% | +8.5% | -39.4% | -22.9% |
| 1Y | -38.8% | +11.4% | -50.2% | -29.4% |
| 3Y | -49.4% | +70.1% | -119.5% | +2.7% |
| 5Y | -46.2% | +53.7% | -99.9% | +7.1% |
| 10Y | -93.0% | +220.0% | -312.9% | -56.8% |
| All | -99.6% | +346.0% | -445.6% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling