+112.5%
RTO price history and return analytics
+221.8%
-109.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +1.3% | +2.4% | -1.1% | -0.7% |
| 30D | +18.1% | -1.5% | +19.6% | +19.3% |
| 3M | +0.1% | -4.1% | +4.3% | +3.3% |
| 6M | -25.1% | +0.6% | -25.7% | -26.3% |
| YTD | -17.1% | +11.0% | -28.1% | -25.2% |
| 1Y | -8.0% | +13.3% | -21.3% | -18.5% |
| 3Y | -8.6% | +73.4% | -82.0% | -43.4% |
| 5Y | -39.1% | +57.4% | -96.5% | -59.4% |
| All | +112.5% | +221.8% | -109.3% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling