-97.0%
VRCA vs VT
+58.5%
-155.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.2% | -4.2% |
| 7D | +20.4% | +2.9% | +17.5% | +17.1% |
| 30D | +3.9% | -2.5% | +6.4% | +7.5% |
| 3M | -26.9% | -3.3% | -23.6% | -23.7% |
| 6M | -48.0% | +1.5% | -49.5% | -48.6% |
| YTD | -55.2% | +11.4% | -66.6% | -59.8% |
| 1Y | -2.6% | +11.9% | -14.5% | -12.3% |
| 3Y | -87.9% | +73.9% | -161.8% | -93.7% |
| 5Y | -97.0% | +57.9% | -154.9% | -98.0% |
| All | -97.0% | +58.5% | -155.5% | -98.0% |
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