-65.8%
REA vs VT
+4.0%
-69.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | +1.1% | -14.5% | -15.9% |
| 7D | -20.9% | -0.7% | -20.2% | -19.2% |
| 30D | -29.8% | -1.7% | -28.1% | -25.9% |
| 3M | -52.1% | -2.3% | -49.8% | -48.7% |
| 6M | -73.0% | +1.5% | -74.5% | -71.6% |
| All | -65.8% | +4.0% | -69.8% | -62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling