-51.4%
VG vs RVTY
+23.2%
-74.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.4% | -3.5% |
| 7D | -22.0% | -9.0% | -13.0% | -21.4% |
| 30D | -14.7% | -1.6% | -13.2% | -14.5% |
| 3M | -7.1% | +31.2% | -38.3% | -9.0% |
| 6M | -11.2% | +63.6% | -74.8% | -15.9% |
| YTD | +69.8% | +56.3% | +13.5% | +60.8% |
| 1Y | +49.9% | +63.3% | -13.5% | +37.2% |
| All | -51.4% | +23.2% | -74.6% | -55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling