+172.9%
RSI price history and return analytics
+166.6%
+6.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.1% |
| 7D | +2.1% | -0.1% | +2.2% | +2.3% |
| 30D | +8.1% | -0.7% | +8.8% | +9.2% |
| 3M | -3.2% | +4.0% | -7.2% | -10.1% |
| 6M | +28.9% | +12.3% | +16.6% | +4.1% |
| YTD | +37.5% | +14.0% | +23.5% | +8.0% |
| 1Y | +27.8% | +20.3% | +7.5% | -8.6% |
| 3Y | +405.1% | +75.4% | +329.7% | +91.7% |
| 5Y | +69.4% | +66.0% | +3.5% | -26.8% |
| All | +172.9% | +166.6% | +6.3% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling