-65.7%
RXST vs VT
+53.2%
-118.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -4.1% | -4.9% | -3.8% |
| 7D | -10.1% | -4.2% | -5.9% | -4.7% |
| 30D | -2.4% | -5.8% | +3.4% | +5.6% |
| 3M | -27.8% | -5.2% | -22.6% | -22.6% |
| 6M | -37.5% | +0.1% | -37.6% | -38.2% |
| YTD | -56.4% | +8.2% | -64.7% | -61.0% |
| 1Y | -45.6% | +10.1% | -55.7% | -52.3% |
| 3Y | -81.2% | +69.7% | -150.9% | -90.2% |
| 5Y | -65.7% | +53.4% | -119.1% | -79.9% |
| All | -65.7% | +53.2% | -118.9% | -79.9% |
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