+4.8%
RULE price history and return analytics
+57.7%
-52.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | -5.6% | -0.1% | -5.4% | -5.4% |
| 30D | -16.1% | -3.1% | -13.0% | -14.1% |
| 3M | -12.7% | -3.5% | -9.2% | -10.3% |
| 6M | -12.3% | +0.5% | -12.8% | -11.9% |
| YTD | +14.5% | +10.8% | +3.8% | +8.8% |
| 1Y | +12.6% | +11.9% | +0.7% | +6.4% |
| 3Y | +40.9% | +73.0% | -32.1% | +9.9% |
| 5Y | +6.1% | +58.6% | -52.5% | -9.3% |
| All | +4.8% | +57.7% | -52.9% | -10.0% |
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