-53.4%
REMX vs VT
+53.4%
-106.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.4% |
| 7D | +2.8% | -2.3% | +5.1% | +6.5% |
| 30D | -16.9% | -5.0% | -12.0% | -10.1% |
| 3M | -30.0% | -4.9% | -25.1% | -24.2% |
| 6M | -52.9% | -1.5% | -51.3% | -51.1% |
| YTD | -30.5% | +8.5% | -38.9% | -36.9% |
| 1Y | -17.7% | +11.4% | -29.0% | -28.1% |
| 3Y | -8.4% | +70.1% | -78.5% | -57.2% |
| All | -53.4% | +53.4% | -106.8% | -73.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling