-90.1%
REI vs VT
+223.7%
-313.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -1.2% |
| 7D | -10.9% | +0.4% | -11.3% | -11.6% |
| 30D | -13.0% | -2.6% | -10.4% | -9.8% |
| 3M | -12.3% | -3.2% | -9.1% | -8.7% |
| 6M | -29.2% | +0.9% | -30.1% | -32.4% |
| YTD | +31.0% | +11.3% | +19.7% | +3.4% |
| 1Y | +21.3% | +14.0% | +7.3% | -8.3% |
| 3Y | -17.4% | +75.8% | -93.2% | -69.8% |
| 5Y | -71.6% | +57.8% | -129.5% | -87.3% |
| 10Y | -90.1% | +219.8% | -309.9% | -98.4% |
| All | -90.1% | +223.7% | -313.8% | -98.4% |
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 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