-1.5%
RELY vs VT
+76.6%
-78.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.6% |
| 7D | -3.4% | +1.0% | -4.4% | -4.3% |
| 30D | +1.7% | -0.2% | +1.9% | +2.0% |
| 3M | +34.6% | +4.5% | +30.0% | +29.2% |
| 6M | +45.7% | +14.1% | +31.7% | +29.4% |
| YTD | +79.9% | +14.8% | +65.2% | +58.3% |
| 1Y | +24.6% | +21.2% | +3.4% | +4.6% |
| 3Y | -1.5% | +76.6% | -78.0% | -26.2% |
| All | -1.5% | +76.6% | -78.1% | -26.2% |
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