-75.1%
RERE vs VT
+75.8%
-151.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +3.5% | +0.4% | +3.0% | +2.8% |
| 30D | -4.1% | +1.0% | -5.1% | -5.3% |
| 3M | -3.9% | +2.4% | -6.3% | -7.1% |
| 6M | -23.4% | +12.0% | -35.4% | -34.3% |
| YTD | -19.3% | +15.3% | -34.6% | -33.3% |
| 1Y | +0.6% | +22.6% | -22.0% | -23.1% |
| 3Y | +90.1% | +74.7% | +15.4% | -10.5% |
| 5Y | -53.6% | +66.1% | -119.8% | -73.9% |
| All | -75.1% | +75.8% | -151.0% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling