-66.9%
RR price history and return analytics
+74.6%
-141.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.7% |
| 7D | -4.1% | +1.0% | -5.1% | -6.9% |
| 30D | +8.1% | -0.2% | +8.3% | +9.1% |
| 3M | -28.5% | +4.5% | -33.1% | -35.1% |
| 6M | -26.3% | +14.1% | -40.3% | -44.3% |
| YTD | -46.1% | +14.8% | -60.9% | -58.8% |
| 1Y | -41.6% | +21.2% | -62.8% | -59.1% |
| All | -66.9% | +74.6% | -141.5% | -82.2% |
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