+234.2%
RELL vs VT
+224.5%
+9.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.1% | +0.4% | -2.6% | -2.5% |
| 30D | -17.2% | +1.0% | -18.1% | -17.7% |
| 3M | +0.9% | +2.4% | -1.4% | -0.3% |
| 6M | +41.1% | +12.0% | +29.1% | +31.0% |
| YTD | +61.3% | +15.3% | +45.9% | +47.3% |
| 1Y | +79.9% | +22.6% | +57.3% | +57.9% |
| 3Y | +45.7% | +74.7% | -29.0% | +3.1% |
| 5Y | +111.2% | +66.1% | +45.1% | +52.1% |
| All | +234.2% | +224.5% | +9.7% | +90.0% |
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