+34.6%
RWX price history and return analytics
+356.5%
-322.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -0.6% | +2.4% | -3.0% | -2.5% |
| 30D | +3.9% | -1.5% | +5.4% | +5.0% |
| 3M | -5.5% | -4.1% | -1.4% | -2.4% |
| 6M | -3.8% | +0.6% | -4.3% | -4.7% |
| YTD | -4.0% | +11.0% | -15.0% | -12.3% |
| 1Y | -3.1% | +13.3% | -16.5% | -13.0% |
| 3Y | +22.5% | +73.4% | -50.8% | -23.4% |
| 5Y | -12.0% | +57.4% | -69.4% | -40.9% |
| 10Y | +14.1% | +221.7% | -207.6% | -59.8% |
| All | +34.6% | +356.5% | -322.0% | -65.5% |
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