-81.3%
RXT vs VT
+57.5%
-138.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.3% |
| 7D | -0.2% | -0.1% | 0.0% | +1.4% |
| 30D | -31.3% | -3.1% | -28.2% | -24.2% |
| 3M | -43.3% | -3.5% | -39.8% | -36.0% |
| 6M | -51.2% | +0.5% | -51.6% | -49.5% |
| YTD | +176.0% | +10.8% | +165.2% | +125.5% |
| 1Y | +122.4% | +11.9% | +110.5% | +77.4% |
| 3Y | +112.7% | +73.0% | +39.7% | -37.6% |
| 5Y | -81.3% | +58.6% | -139.9% | -93.3% |
| All | -81.3% | +57.5% | -138.9% | -93.3% |
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