+51.8%
VG vs RVTY
+74.0%
-22.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -2.5% | -5.2% | -8.4% |
| 7D | -16.4% | -3.6% | -12.8% | -17.7% |
| 30D | -10.8% | +1.4% | -12.1% | -10.4% |
| 3M | -6.3% | +43.2% | -49.5% | +8.9% |
| 6M | -12.5% | +84.5% | -97.0% | +16.0% |
| YTD | +76.9% | +65.2% | +11.7% | +139.2% |
| 1Y | +51.8% | +74.3% | -22.5% | +110.9% |
| All | +51.8% | +74.0% | -22.2% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling