+203.9%
RTO price history and return analytics
+346.0%
-142.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +1.2% | -2.3% | +3.6% | +2.9% |
| 30D | +18.9% | -5.0% | +23.9% | +23.2% |
| 3M | -2.6% | -4.9% | +2.3% | +0.8% |
| 6M | -30.3% | -1.5% | -28.8% | -30.2% |
| YTD | -18.1% | +8.5% | -26.6% | -23.8% |
| 1Y | -10.5% | +11.4% | -21.9% | -18.4% |
| 3Y | -7.2% | +70.1% | -77.3% | -38.0% |
| 5Y | -38.2% | +53.7% | -91.9% | -55.5% |
| 10Y | +93.4% | +220.0% | -126.6% | -18.2% |
| All | +203.9% | +346.0% | -142.1% | -20.3% |
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