-82.9%
RXT vs VT
+121.1%
-204.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +2.9% | +1.0% |
| 7D | -2.8% | -0.3% | -2.5% | -1.6% |
| 30D | -27.9% | -1.4% | -26.5% | -24.7% |
| 3M | -45.4% | -1.4% | -44.0% | -42.5% |
| 6M | +39.8% | +5.5% | +34.3% | +28.9% |
| YTD | +189.4% | +12.8% | +176.6% | +130.7% |
| 1Y | +87.3% | +15.4% | +71.9% | +42.1% |
| 3Y | +99.3% | +76.9% | +22.4% | -34.0% |
| 5Y | -80.9% | +60.4% | -141.3% | -92.7% |
| All | -82.9% | +121.1% | -204.0% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling