+15.8%
RELX vs VT
+75.0%
-59.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -2.8% | +0.4% | -3.3% | -3.0% |
| 30D | -2.2% | +1.0% | -3.2% | -2.7% |
| 3M | +3.9% | +2.4% | +1.5% | +2.4% |
| 6M | +6.8% | +12.0% | -5.2% | -0.4% |
| YTD | -9.7% | +15.3% | -25.1% | -17.5% |
| 1Y | -22.0% | +22.6% | -44.6% | -31.6% |
| All | +15.8% | +75.0% | -59.2% | -18.7% |
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