+37.0%
RS price history and return analytics
+23.4%
+13.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.1% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -3.7% | +0.8% | -4.6% | -4.2% |
| 3M | +1.4% | +2.8% | -1.4% | -0.5% |
| 6M | +28.2% | +13.0% | +15.2% | +18.2% |
| YTD | +39.3% | +15.4% | +23.9% | +25.9% |
| All | +37.0% | +23.4% | +13.7% | +15.9% |
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 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