-98.4%
RETO vs VT
+15.2%
-113.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.6% | +1.7% | +18.9% | +23.9% |
| 7D | +403.2% | -0.3% | +403.5% | +401.1% |
| 30D | +104.1% | -1.4% | +105.5% | +98.3% |
| 3M | -93.1% | -1.4% | -91.7% | -91.9% |
| 6M | -91.9% | +5.5% | -97.3% | -91.1% |
| YTD | -97.4% | +12.8% | -110.2% | -97.3% |
| 1Y | -98.4% | +15.4% | -113.8% | -98.4% |
| All | -98.4% | +15.2% | -113.6% | -98.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling