+88.0%
REAX vs VT
+81.7%
+6.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.5% | -1.6% | +1.1% | +1.2% |
| 30D | -7.2% | -2.5% | -4.7% | -4.8% |
| 3M | -6.6% | -1.3% | -5.3% | -4.9% |
| 6M | -28.5% | +3.1% | -31.6% | -30.8% |
| YTD | -58.3% | +10.9% | -69.2% | -62.5% |
| 1Y | -58.7% | +12.1% | -70.8% | -63.2% |
| 3Y | +1.5% | +73.9% | -72.4% | -38.8% |
| 5Y | -29.2% | +58.0% | -87.1% | -49.9% |
| All | +88.0% | +81.7% | +6.3% | -5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling