+210.0%
RTO price history and return analytics
+345.0%
-135.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +2.7% |
| 7D | +3.5% | -4.2% | +7.7% | +6.8% |
| 30D | +20.7% | -5.8% | +26.5% | +25.9% |
| 3M | -1.8% | -5.2% | +3.5% | +1.9% |
| 6M | -28.1% | +0.1% | -28.2% | -28.9% |
| YTD | -16.5% | +8.2% | -24.7% | -22.2% |
| 1Y | -10.7% | +10.1% | -20.8% | -17.8% |
| 3Y | -5.6% | +69.7% | -75.3% | -36.9% |
| 5Y | -36.9% | +53.4% | -90.3% | -54.6% |
| 10Y | +97.2% | +219.2% | -122.0% | -16.4% |
| All | +210.0% | +345.0% | -135.0% | -18.6% |
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 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