+147.1%
VXUS vs RVTY
+219.6%
-72.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.5% | +1.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -1.2% | +1.7% | -2.9% | -1.9% |
| 3M | -3.8% | +36.8% | -40.6% | -12.5% |
| 6M | -1.7% | +60.1% | -61.8% | -14.9% |
| YTD | +11.4% | +64.0% | -52.6% | -5.1% |
| 1Y | +13.3% | +68.2% | -54.9% | -4.4% |
| 3Y | +70.0% | +88.8% | -18.8% | +33.5% |
| 5Y | +48.1% | -10.5% | +58.6% | +45.2% |
| 10Y | +147.1% | +219.7% | -72.6% | +46.7% |
| All | +147.1% | +219.6% | -72.5% | +46.7% |
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