+695.6%
RWL price history and return analytics
+357.6%
+338.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.4% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | +2.7% | -2.6% | +5.3% | +4.9% |
| 3M | +1.6% | -3.2% | +4.9% | +4.4% |
| 6M | +9.9% | +0.9% | +9.0% | +8.5% |
| YTD | +19.9% | +11.3% | +8.6% | +8.4% |
| 1Y | +23.0% | +14.0% | +9.0% | +8.9% |
| 3Y | +82.5% | +75.8% | +6.7% | +10.2% |
| 5Y | +86.7% | +57.8% | +28.8% | +23.3% |
| 10Y | +283.3% | +219.8% | +63.5% | +38.6% |
| All | +695.6% | +357.6% | +338.0% | +110.7% |
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