+453.6%
RXI vs VT
+346.0%
+107.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | +3.5% | -2.3% | +5.8% | +5.7% |
| 30D | +5.9% | -5.0% | +10.8% | +10.8% |
| 3M | -2.6% | -4.9% | +2.2% | +1.9% |
| 6M | -1.2% | -1.5% | +0.4% | 0.0% |
| YTD | -3.0% | +8.5% | -11.5% | -10.2% |
| 1Y | -1.3% | +11.4% | -12.7% | -10.8% |
| 3Y | +40.7% | +70.1% | -29.4% | -13.0% |
| 5Y | +12.2% | +53.7% | -41.6% | -23.0% |
| 10Y | +160.3% | +220.0% | -59.7% | -3.3% |
| All | +453.6% | +346.0% | +107.6% | +61.4% |
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