+65.5%
RA price history and return analytics
+218.1%
-152.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -2.2% | +2.4% | -4.5% | -3.6% |
| 30D | +2.9% | -1.5% | +4.4% | +3.7% |
| 3M | -6.0% | -4.1% | -1.8% | -3.7% |
| 6M | -3.2% | +0.6% | -3.7% | -3.8% |
| YTD | -0.4% | +11.0% | -11.5% | -7.2% |
| 1Y | +0.4% | +13.3% | -13.0% | -7.6% |
| 3Y | +31.7% | +73.4% | -41.7% | -9.2% |
| 5Y | -3.1% | +57.4% | -60.6% | -29.5% |
| All | +65.5% | +218.1% | -152.5% | -19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling