+21.4%
REAX vs VT
+76.6%
-55.2%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.8% | +9.4% |
| 7D | +17.1% | -0.3% | +17.4% | +17.7% |
| 30D | +3.3% | -1.4% | +4.8% | +5.3% |
| 3M | -2.4% | -1.4% | -1.0% | -0.1% |
| 6M | -17.9% | +5.5% | -23.4% | -23.5% |
| YTD | -53.5% | +12.8% | -66.3% | -60.1% |
| 1Y | -54.3% | +15.4% | -69.8% | -61.9% |
| All | +21.4% | +76.6% | -55.2% | -31.1% |
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