+21.5%
RXI vs VT
+66.2%
-44.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +0.4% | -2.2% | -2.3% |
| 30D | -3.7% | +1.0% | -4.7% | -4.8% |
| 3M | -0.1% | +2.4% | -2.5% | -3.1% |
| 6M | -0.9% | +12.0% | -12.9% | -13.7% |
| YTD | -3.8% | +15.3% | -19.1% | -19.1% |
| 1Y | -0.4% | +22.6% | -23.0% | -22.2% |
| 3Y | +32.2% | +74.7% | -42.5% | -32.9% |
| All | +21.5% | +66.2% | -44.7% | -34.0% |
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 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