-33.0%
REAX vs VT
+53.2%
-86.2%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.1% | -8.8% | -8.9% |
| 7D | +2.4% | -4.2% | +6.6% | +7.4% |
| 30D | -11.6% | -5.8% | -5.8% | -5.8% |
| 3M | -14.5% | -5.2% | -9.2% | -9.1% |
| 6M | -27.5% | +0.1% | -27.6% | -27.1% |
| YTD | -59.5% | +8.2% | -67.7% | -62.0% |
| 1Y | -60.9% | +10.1% | -71.1% | -63.9% |
| 3Y | -1.3% | +69.7% | -71.0% | -33.7% |
| 5Y | -33.0% | +53.4% | -86.4% | -52.1% |
| All | -33.0% | +53.2% | -86.2% | -52.1% |
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 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