-83.7%
RXT vs VT
+53.2%
-136.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -4.1% | -11.2% | -5.4% |
| 7D | -20.4% | -4.2% | -16.2% | -10.4% |
| 30D | -40.8% | -5.8% | -35.0% | -30.0% |
| 3M | -49.9% | -5.2% | -44.6% | -41.0% |
| 6M | -2.9% | +0.1% | -3.0% | +0.8% |
| YTD | +145.1% | +8.2% | +136.9% | +111.4% |
| 1Y | +53.5% | +10.1% | +43.4% | +26.8% |
| 3Y | +68.8% | +69.7% | -0.9% | -48.3% |
| 5Y | -83.7% | +53.4% | -137.1% | -93.6% |
| All | -83.7% | +53.2% | -136.9% | -93.6% |
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