-63.7%
RECT price history and return analytics
+44.0%
-107.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | +3.1% | +2.9% | +0.3% | +2.2% |
| 30D | +3.1% | -2.5% | +5.7% | +4.0% |
| 3M | +17.8% | -3.3% | +21.2% | +19.1% |
| 6M | +8.8% | +1.5% | +7.2% | +8.0% |
| YTD | -19.7% | +11.4% | -31.0% | -22.1% |
| 1Y | -34.5% | +11.9% | -46.4% | -36.6% |
| All | -63.7% | +44.0% | -107.8% | -68.9% |
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