+373.3%
RVT price history and return analytics
+363.9%
+9.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -0.9% |
| 7D | +1.5% | -0.3% | +1.8% | +1.8% |
| 30D | -0.3% | -1.4% | +1.1% | +1.2% |
| 3M | -6.7% | -1.4% | -5.3% | -5.3% |
| 6M | -3.0% | +5.5% | -8.4% | -8.2% |
| YTD | +12.5% | +12.8% | -0.3% | -0.7% |
| 1Y | +19.1% | +15.4% | +3.7% | +2.8% |
| 3Y | +73.0% | +76.9% | -3.8% | -2.9% |
| 5Y | +35.0% | +60.4% | -25.4% | -15.7% |
| 10Y | +232.4% | +232.8% | -0.3% | +3.5% |
| All | +373.3% | +363.9% | +9.4% | +4.8% |
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