+43.6%
REET vs VT
+221.4%
-177.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -0.3% | +1.0% | -1.3% | -1.1% |
| 30D | -3.1% | -0.2% | -2.8% | -2.9% |
| 3M | +2.3% | +4.5% | -2.2% | -1.7% |
| 6M | +5.1% | +14.1% | -8.9% | -6.3% |
| YTD | +11.0% | +14.8% | -3.8% | -1.8% |
| 1Y | +10.9% | +21.2% | -10.3% | -6.4% |
| 3Y | +34.5% | +76.6% | -42.1% | -18.6% |
| 5Y | +8.9% | +66.6% | -57.7% | -31.1% |
| 10Y | +43.6% | +222.3% | -178.7% | -48.9% |
| All | +43.6% | +221.4% | -177.8% | -48.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling