+48.2%
REGL vs VT
+66.2%
-18.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.6% | +0.4% | -1.1% | -0.9% |
| 30D | -2.2% | +1.0% | -3.1% | -2.9% |
| 3M | +6.8% | +2.4% | +4.4% | +4.7% |
| 6M | +3.0% | +12.0% | -9.0% | -5.8% |
| YTD | +11.7% | +15.3% | -3.7% | -0.2% |
| 1Y | +10.5% | +22.6% | -12.0% | -5.9% |
| 3Y | +42.3% | +74.7% | -32.4% | -8.2% |
| All | +48.2% | +66.2% | -18.0% | -2.9% |
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 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