-85.6%
RR price history and return analytics
+69.0%
-154.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.3% | -7.5% | -7.1% |
| 7D | -15.2% | +2.4% | -17.5% | -19.8% |
| 30D | -46.8% | -1.5% | -45.3% | -44.2% |
| 3M | -56.1% | -4.1% | -52.0% | -50.2% |
| 6M | -73.2% | +0.6% | -73.8% | -72.3% |
| YTD | -76.6% | +11.0% | -87.7% | -80.3% |
| 1Y | -76.8% | +13.3% | -90.2% | -81.2% |
| All | -85.6% | +69.0% | -154.6% | -91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling