-60.0%
REI vs VT
+357.8%
-417.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.1% |
| 7D | +7.1% | +2.9% | +4.3% | +5.3% |
| 30D | -11.8% | -2.5% | -9.3% | -10.4% |
| 3M | -11.8% | -3.3% | -8.4% | -10.1% |
| 6M | -32.6% | +1.5% | -34.1% | -33.8% |
| YTD | +37.9% | +11.4% | +26.6% | +26.6% |
| 1Y | +18.8% | +11.9% | +6.9% | +8.6% |
| 3Y | -18.4% | +73.9% | -92.2% | -42.1% |
| 5Y | -61.8% | +57.9% | -119.7% | -71.1% |
| 10Y | -89.7% | +222.6% | -312.3% | -93.4% |
| All | -60.0% | +357.8% | -417.8% | -72.8% |
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