-21.3%
REAX vs VT
+60.6%
-81.9%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.8% | +9.9% |
| 7D | +17.1% | -0.3% | +17.4% | +17.6% |
| 30D | +3.3% | -1.4% | +4.8% | +4.8% |
| 3M | -2.4% | -1.4% | -1.0% | -0.6% |
| 6M | -17.9% | +5.5% | -23.4% | -21.9% |
| YTD | -53.5% | +12.8% | -66.3% | -58.3% |
| 1Y | -54.3% | +15.4% | -69.8% | -59.8% |
| 3Y | +13.3% | +76.9% | -63.6% | -27.2% |
| 5Y | -21.3% | +60.4% | -81.7% | -44.6% |
| All | -21.3% | +60.6% | -81.9% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling