+545.5%
RVTY price history and return analytics
+357.6%
+187.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +1.2% |
| 7D | +6.0% | +0.4% | +5.6% | +5.7% |
| 30D | +4.3% | -2.6% | +6.9% | +7.0% |
| 3M | +40.2% | -3.2% | +43.5% | +44.7% |
| 6M | +59.3% | +0.9% | +58.4% | +57.5% |
| YTD | +66.5% | +11.3% | +55.2% | +50.9% |
| 1Y | +77.5% | +14.0% | +63.5% | +57.4% |
| 3Y | +92.5% | +75.8% | +16.6% | +15.6% |
| 5Y | -6.8% | +57.8% | -64.6% | -38.0% |
| 10Y | +225.4% | +219.8% | +5.6% | +15.0% |
| All | +545.5% | +357.6% | +187.9% | +52.1% |
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