-77.8%
RR price history and return analytics
+15.2%
-93.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -9.2% |
| 7D | -15.1% | -0.3% | -14.8% | -14.0% |
| 30D | -47.7% | -1.4% | -46.2% | -44.6% |
| 3M | -45.8% | -1.4% | -44.4% | -42.2% |
| 6M | -63.3% | +5.5% | -68.7% | -68.1% |
| YTD | -72.1% | +12.8% | -85.0% | -80.1% |
| 1Y | -77.8% | +15.4% | -93.2% | -85.3% |
| All | -77.8% | +15.2% | -93.0% | -85.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling