+18.8%
REI vs VT
+11.9%
+7.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.3% |
| 7D | +7.1% | +2.9% | +4.3% | +9.0% |
| 30D | -11.8% | -2.5% | -9.3% | -13.6% |
| 3M | -11.8% | -3.3% | -8.4% | -14.0% |
| 6M | -32.6% | +1.5% | -34.1% | -30.6% |
| YTD | +37.9% | +11.4% | +26.6% | +54.1% |
| 1Y | +18.8% | +11.9% | +6.9% | +32.5% |
| All | +18.8% | +11.9% | +7.0% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling