-0.5%
RELX vs VT
+11.9%
-12.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -3.4% | +2.9% | -6.3% | -3.5% |
| 30D | +9.1% | -2.5% | +11.6% | +9.2% |
| 3M | +15.9% | -3.3% | +19.2% | +16.1% |
| 6M | +23.1% | +1.5% | +21.6% | +22.3% |
| YTD | +1.8% | +11.4% | -9.6% | -4.1% |
| 1Y | -0.5% | +11.9% | -12.4% | -6.6% |
| All | -0.5% | +11.9% | -12.4% | -6.6% |
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