+36.3%
RETL vs VT
+75.0%
-38.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.9% |
| 7D | +1.8% | +0.4% | +1.3% | +0.3% |
| 30D | -13.7% | +1.0% | -14.7% | -16.3% |
| 3M | +9.3% | +2.4% | +6.9% | +0.5% |
| 6M | -4.4% | +12.0% | -16.4% | -33.6% |
| YTD | -5.4% | +15.3% | -20.7% | -40.3% |
| 1Y | -16.6% | +22.6% | -39.2% | -56.3% |
| All | +36.3% | +75.0% | -38.7% | -76.8% |
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