-7.1%
RTAC price history and return analytics
+31.5%
-38.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.0% | +0.4% | +0.5% | +0.8% |
| 30D | +0.5% | +1.0% | -0.5% | +0.2% |
| 3M | +1.0% | +2.4% | -1.4% | +0.2% |
| 6M | +1.7% | +12.0% | -10.3% | -2.2% |
| YTD | -1.1% | +15.3% | -16.5% | -7.2% |
| 1Y | +0.5% | +22.6% | -22.1% | -10.8% |
| All | -7.1% | +31.5% | -38.7% | -23.0% |
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 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