+103.0%
RTO price history and return analytics
+220.7%
-117.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | +17.3% | -3.1% | +20.4% | +20.0% |
| 3M | -1.3% | -3.5% | +2.2% | +1.2% |
| 6M | -28.3% | +0.5% | -28.7% | -29.4% |
| YTD | -17.7% | +10.8% | -28.4% | -25.6% |
| 1Y | -11.4% | +11.9% | -23.3% | -20.6% |
| 3Y | -6.9% | +73.0% | -79.9% | -42.3% |
| 5Y | -37.8% | +58.6% | -96.4% | -58.8% |
| All | +103.0% | +220.7% | -117.7% | -20.5% |
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