+141.6%
RVTY price history and return analytics
+222.7%
-81.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | -5.4% | -0.1% | -5.3% | -5.3% |
| 30D | +6.7% | -0.7% | +7.4% | +7.6% |
| 3M | +19.0% | +4.0% | +15.0% | +14.0% |
| 6M | +34.6% | +12.3% | +22.4% | +19.5% |
| YTD | +28.3% | +14.0% | +14.2% | +12.3% |
| 1Y | +46.0% | +20.3% | +25.7% | +21.4% |
| 3Y | +16.9% | +75.4% | -58.6% | -32.8% |
| 5Y | -32.9% | +66.0% | -98.9% | -59.3% |
| 10Y | +141.6% | +228.2% | -86.6% | -24.4% |
| All | +141.6% | +222.7% | -81.0% | -24.4% |
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