-64.7%
RXST vs VT
+53.4%
-118.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -6.8% | -2.3% | -4.5% | -3.6% |
| 30D | -5.4% | -5.0% | -0.5% | +1.2% |
| 3M | -25.3% | -4.9% | -20.5% | -20.3% |
| 6M | -33.0% | -1.5% | -31.5% | -32.2% |
| YTD | -56.4% | +8.5% | -64.9% | -61.2% |
| 1Y | -47.3% | +11.4% | -58.6% | -54.4% |
| 3Y | -81.2% | +70.1% | -151.2% | -90.2% |
| All | -64.7% | +53.4% | -118.1% | -78.9% |
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