-51.2%
RWT price history and return analytics
+360.7%
-411.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.6% |
| 7D | -9.2% | -0.7% | -8.5% | -8.6% |
| 30D | -3.3% | -1.7% | -1.5% | -1.4% |
| 3M | -33.9% | -2.3% | -31.5% | -32.1% |
| 6M | -39.7% | +1.5% | -41.3% | -40.9% |
| YTD | -40.0% | +12.0% | -52.0% | -47.4% |
| 1Y | -35.8% | +12.9% | -48.7% | -44.2% |
| 3Y | -35.5% | +74.9% | -110.4% | -65.4% |
| 5Y | -62.2% | +59.9% | -122.1% | -77.3% |
| 10Y | -49.0% | +224.6% | -273.6% | -86.5% |
| All | -51.2% | +360.7% | -411.8% | -89.9% |
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