-32.3%
RVTY price history and return analytics
+66.2%
-98.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.8% |
| 7D | +0.4% | +1.0% | -0.6% | -0.7% |
| 30D | +10.8% | -0.2% | +11.1% | +11.2% |
| 3M | +26.8% | +4.5% | +22.2% | +20.1% |
| 6M | +39.3% | +14.1% | +25.3% | +19.6% |
| YTD | +31.6% | +14.8% | +16.9% | +12.4% |
| 1Y | +47.7% | +21.2% | +26.5% | +18.7% |
| 3Y | +19.9% | +76.6% | -56.6% | -36.1% |
| 5Y | -32.3% | +66.6% | -98.9% | -63.6% |
| All | -32.3% | +66.2% | -98.6% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling