-22.8%
RXST vs VT
+23.4%
-46.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.0% | -8.0% | -8.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +4.6% | +0.8% | +3.8% | +3.7% |
| 3M | +36.5% | +2.8% | +33.8% | +31.8% |
| 6M | -14.2% | +13.0% | -27.1% | -28.1% |
| YTD | -37.2% | +15.4% | -52.6% | -49.4% |
| All | -22.8% | +23.4% | -46.1% | -41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling