+222.5%
RWR price history and return analytics
+346.0%
-123.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | +2.4% | -2.3% | +4.7% | +4.9% |
| 30D | +7.8% | -5.0% | +12.7% | +13.5% |
| 3M | -1.9% | -4.9% | +3.0% | +3.1% |
| 6M | +2.1% | -1.5% | +3.6% | +2.7% |
| YTD | +15.8% | +8.5% | +7.3% | +4.3% |
| 1Y | +16.7% | +11.4% | +5.3% | +2.0% |
| 3Y | +50.1% | +70.1% | -20.0% | -18.7% |
| 5Y | +14.6% | +53.7% | -39.1% | -31.2% |
| 10Y | +78.3% | +220.0% | -141.7% | -55.0% |
| All | +222.5% | +346.0% | -123.5% | -47.3% |
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 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