-12.8%
RWTQ price history and return analytics
+14.4%
-27.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.6% | -1.6% | +2.2% | +0.9% |
| 30D | -1.8% | -2.5% | +0.7% | -1.4% |
| 3M | -12.5% | -1.3% | -11.2% | -12.3% |
| 6M | -13.9% | +3.1% | -17.0% | -14.3% |
| YTD | -17.1% | +10.9% | -28.0% | -17.5% |
| All | -12.8% | +14.4% | -27.2% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling