+215.8%
RVTY price history and return analytics
+221.8%
-6.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -0.5% | +2.4% | -2.8% | -2.8% |
| 30D | +1.5% | -1.5% | +3.0% | +3.2% |
| 3M | +31.5% | -4.1% | +35.6% | +37.3% |
| 6M | +62.7% | +0.6% | +62.1% | +61.3% |
| YTD | +60.0% | +11.0% | +48.9% | +43.9% |
| 1Y | +65.7% | +13.3% | +52.4% | +46.0% |
| 3Y | +85.2% | +73.4% | +11.8% | +8.1% |
| 5Y | -14.9% | +57.4% | -72.3% | -45.6% |
| All | +215.8% | +221.8% | -6.0% | +3.5% |
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