-75.5%
RSKD price history and return analytics
+65.7%
-141.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.8% |
| 7D | -6.5% | -1.1% | -5.3% | -5.0% |
| 30D | -3.6% | -1.0% | -2.7% | -2.2% |
| 3M | +23.5% | +3.2% | +20.4% | +18.1% |
| 6M | +39.7% | +12.5% | +27.2% | +17.9% |
| YTD | +22.5% | +14.1% | +8.5% | +1.0% |
| 1Y | +30.4% | +18.9% | +11.5% | +1.0% |
| 3Y | +35.9% | +74.1% | -38.1% | -40.0% |
| All | -75.5% | +65.7% | -141.2% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling