-52.1%
RERE vs VT
+53.2%
-105.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +5.4% |
| 7D | +4.4% | -4.2% | +8.5% | +10.3% |
| 30D | +14.4% | -5.8% | +20.2% | +23.6% |
| 3M | -1.4% | -5.2% | +3.9% | +5.8% |
| 6M | -2.5% | +0.1% | -2.6% | -3.3% |
| YTD | -17.0% | +8.2% | -25.2% | -25.5% |
| 1Y | +12.8% | +10.1% | +2.7% | -1.2% |
| 3Y | +150.0% | +69.7% | +80.3% | +21.0% |
| 5Y | -52.1% | +53.4% | -105.4% | -70.2% |
| All | -52.1% | +53.2% | -105.3% | -70.2% |
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 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