+55.6%
RXO vs VT
+74.0%
-18.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.9% |
| 7D | +3.0% | +2.4% | +0.6% | -1.1% |
| 30D | -0.9% | -1.5% | +0.6% | +1.1% |
| 3M | +21.9% | -4.1% | +26.0% | +30.7% |
| 6M | +43.5% | +0.6% | +42.9% | +40.3% |
| YTD | +124.8% | +11.0% | +113.8% | +83.0% |
| 1Y | +167.4% | +13.3% | +154.0% | +109.6% |
| 3Y | +55.6% | +73.4% | -17.8% | -42.0% |
| All | +55.6% | +74.0% | -18.5% | -42.0% |
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