-33.6%
RWT price history and return analytics
+226.9%
-260.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -0.9% | -13.9% | -13.9% |
| 7D | -19.0% | -2.0% | -17.0% | -17.0% |
| 30D | -22.4% | -1.4% | -21.0% | -21.1% |
| 3M | -26.3% | +4.7% | -31.0% | -29.9% |
| 6M | -36.2% | +11.4% | -47.5% | -43.2% |
| YTD | -29.6% | +13.1% | -42.6% | -38.6% |
| 1Y | -33.1% | +19.0% | -52.1% | -45.0% |
| 3Y | -33.4% | +73.9% | -107.3% | -63.6% |
| 5Y | -48.6% | +65.4% | -114.0% | -70.2% |
| All | -33.6% | +226.9% | -260.4% | -78.1% |
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 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