-81.2%
RETL vs VT
+53.2%
-134.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.1% | -4.4% | +5.8% |
| 7D | +5.7% | -4.2% | +9.8% | +23.1% |
| 30D | +27.9% | -5.8% | +33.7% | +57.1% |
| 3M | -6.8% | -5.2% | -1.5% | +12.2% |
| 6M | +12.3% | +0.1% | +12.2% | +8.5% |
| YTD | +2.3% | +8.2% | -5.9% | -25.2% |
| 1Y | +15.0% | +10.1% | +4.9% | -20.7% |
| 3Y | +60.5% | +69.7% | -9.2% | -75.6% |
| 5Y | -81.2% | +53.4% | -134.6% | -93.3% |
| All | -81.2% | +53.2% | -134.4% | -93.3% |
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