+55.5%
RELL vs VT
+69.4%
-13.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | -4.1% | -11.4% | -8.6% |
| 7D | -21.0% | -4.2% | -16.8% | -14.5% |
| 30D | -13.2% | -5.8% | -7.4% | -3.1% |
| 3M | -20.9% | -5.2% | -15.7% | -12.4% |
| 6M | +13.4% | +0.1% | +13.2% | +17.0% |
| YTD | +53.9% | +8.2% | +45.7% | +44.0% |
| 1Y | +54.4% | +10.1% | +44.3% | +41.3% |
| All | +55.5% | +69.4% | -13.9% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling