+29.7%
RZC vs VT
+113.7%
-83.9%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -0.9% | +2.9% | -3.8% | -1.4% |
| 30D | +0.9% | -2.5% | +3.4% | +1.3% |
| 3M | -0.1% | -3.3% | +3.2% | +0.4% |
| 6M | +2.9% | +1.5% | +1.4% | +2.5% |
| YTD | +4.5% | +11.4% | -6.9% | +2.3% |
| 1Y | +5.1% | +11.9% | -6.8% | +2.8% |
| 3Y | +19.2% | +73.9% | -54.7% | +4.5% |
| All | +29.7% | +113.7% | -83.9% | +9.6% |
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