+68.3%
RA price history and return analytics
+221.0%
-152.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.0% |
| 7D | -0.9% | -0.7% | -0.2% | -0.5% |
| 30D | +3.8% | -1.7% | +5.6% | +4.8% |
| 3M | -4.6% | -2.3% | -2.2% | -3.3% |
| 6M | -1.8% | +1.5% | -3.3% | -3.0% |
| YTD | +1.2% | +12.0% | -10.8% | -6.2% |
| 1Y | +0.6% | +12.9% | -12.2% | -7.1% |
| 3Y | +34.1% | +74.9% | -40.8% | -8.0% |
| 5Y | -1.8% | +59.9% | -61.7% | -29.3% |
| All | +68.3% | +221.0% | -152.7% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling