+443.5%
VRTX vs RVTY
+140.1%
+303.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.7% | -2.4% |
| 7D | -3.4% | +0.4% | -3.8% | -3.5% |
| 30D | +6.6% | +10.8% | -4.2% | +3.1% |
| 3M | +19.4% | +26.8% | -7.4% | +10.1% |
| 6M | +15.8% | +39.3% | -23.5% | +2.9% |
| YTD | +16.7% | +31.6% | -15.0% | +4.9% |
| 1Y | +33.8% | +47.7% | -13.9% | +15.1% |
| 3Y | +54.2% | +19.9% | +34.3% | +36.9% |
| 5Y | +176.4% | -32.3% | +208.7% | +199.7% |
| 10Y | +443.5% | +138.4% | +305.1% | +172.1% |
| All | +443.5% | +140.1% | +303.5% | +172.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling