+79.8%
RWR price history and return analytics
+223.7%
-143.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.8% |
| 7D | +2.7% | +0.4% | +2.4% | +2.3% |
| 30D | +7.7% | -2.6% | +10.3% | +10.0% |
| 3M | -0.9% | -3.2% | +2.3% | +1.7% |
| 6M | +3.9% | +0.9% | +3.0% | +2.2% |
| YTD | +17.5% | +11.3% | +6.2% | +5.4% |
| 1Y | +16.6% | +14.0% | +2.6% | +2.2% |
| 3Y | +55.5% | +75.8% | -20.3% | -9.9% |
| 5Y | +16.5% | +57.8% | -41.3% | -25.5% |
| 10Y | +79.8% | +219.8% | -140.0% | -36.0% |
| All | +79.8% | +223.7% | -143.9% | -36.0% |
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