-4.7%
REAX vs VT
+66.2%
-70.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -11.5% | +0.4% | -11.9% | -11.8% |
| 30D | +7.9% | +1.0% | +6.9% | +7.1% |
| 3M | +15.2% | +2.4% | +12.9% | +12.6% |
| 6M | -32.4% | +12.0% | -44.4% | -39.3% |
| YTD | -48.8% | +15.3% | -64.2% | -55.2% |
| 1Y | -64.4% | +22.6% | -87.0% | -70.4% |
| 3Y | +2.6% | +74.7% | -72.1% | -34.0% |
| All | -4.7% | +66.2% | -70.9% | -35.4% |
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 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