-95.8%
VRCA vs VT
+65.7%
-161.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.1% |
| 7D | -6.1% | -0.1% | -6.0% | -6.0% |
| 30D | -1.2% | -0.7% | -0.5% | -0.4% |
| 3M | -17.3% | +4.0% | -21.3% | -21.0% |
| 6M | -10.9% | +12.3% | -23.2% | -21.1% |
| YTD | -39.1% | +14.0% | -53.1% | -46.9% |
| 1Y | +1.2% | +20.3% | -19.1% | -15.5% |
| 3Y | -88.1% | +75.4% | -163.6% | -93.8% |
| 5Y | -95.8% | +66.0% | -161.8% | -97.6% |
| All | -95.8% | +65.7% | -161.5% | -97.6% |
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