-99.6%
REW vs VT
+223.7%
-323.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.8% | -0.7% |
| 7D | +1.7% | +0.4% | +1.3% | +4.2% |
| 30D | +30.4% | -2.6% | +33.0% | +25.3% |
| 3M | +16.4% | -3.2% | +19.6% | +11.0% |
| 6M | -5.7% | +0.9% | -6.7% | +4.7% |
| YTD | -38.8% | +11.3% | -50.1% | -10.1% |
| 1Y | -39.2% | +14.0% | -53.2% | -4.3% |
| 3Y | -80.9% | +75.8% | -156.7% | +6.0% |
| 5Y | -85.9% | +57.8% | -143.7% | -12.3% |
| 10Y | -99.6% | +219.8% | -319.4% | -83.5% |
| All | -99.6% | +223.7% | -323.3% | -83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling