-64.9%
RECT price history and return analytics
+44.0%
-108.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | 0.0% |
| 7D | +2.4% | +0.4% | +2.1% | +2.2% |
| 30D | +0.8% | -2.6% | +3.4% | +1.6% |
| 3M | +10.5% | -3.2% | +13.8% | +11.6% |
| 6M | +0.1% | +0.9% | -0.9% | -0.5% |
| YTD | -22.1% | +11.3% | -33.4% | -24.5% |
| 1Y | -37.1% | +14.0% | -51.1% | -39.3% |
| All | -64.9% | +44.0% | -108.8% | -69.8% |
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