+39.8%
RWX price history and return analytics
+371.8%
-332.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +0.6% | +1.0% | -0.4% | -0.2% |
| 30D | -2.6% | -0.2% | -2.4% | -2.4% |
| 3M | +4.4% | +4.5% | -0.2% | +0.4% |
| 6M | -2.6% | +14.1% | -16.6% | -12.7% |
| YTD | -0.3% | +14.8% | -15.0% | -11.1% |
| 1Y | +1.8% | +21.2% | -19.4% | -13.4% |
| 3Y | +22.8% | +76.6% | -53.7% | -24.2% |
| 5Y | -10.0% | +66.6% | -76.6% | -42.2% |
| 10Y | +5.3% | +222.3% | -217.0% | -62.8% |
| All | +39.8% | +371.8% | -332.0% | -65.0% |
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