+63.9%
RWJ price history and return analytics
+65.7%
-1.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.6% |
| 30D | -3.1% | -0.7% | -2.4% | -2.3% |
| 3M | +4.5% | +4.0% | +0.5% | -0.4% |
| 6M | +18.9% | +12.3% | +6.6% | +3.3% |
| YTD | +23.1% | +14.0% | +9.1% | +4.9% |
| 1Y | +25.6% | +20.3% | +5.3% | +0.5% |
| 3Y | +65.2% | +75.4% | -10.3% | -14.2% |
| 5Y | +63.9% | +66.0% | -2.0% | -8.3% |
| All | +63.9% | +65.7% | -1.8% | -8.3% |
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