-41.6%
RR price history and return analytics
+21.4%
-63.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +1.4% |
| 7D | -4.1% | +1.0% | -5.1% | -8.3% |
| 30D | +8.1% | -0.2% | +8.3% | +9.5% |
| 3M | -28.5% | +4.5% | -33.1% | -38.9% |
| 6M | -26.3% | +14.1% | -40.3% | -53.8% |
| YTD | -46.1% | +14.8% | -60.9% | -66.5% |
| 1Y | -41.6% | +21.2% | -62.8% | -80.0% |
| All | -41.6% | +21.4% | -63.0% | -80.0% |
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 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