-39.8%
REW vs VT
+13.3%
-53.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.1% | -7.6% | -2.8% |
| 7D | -0.1% | -0.7% | +0.6% | -0.4% |
| 30D | +21.6% | -1.7% | +23.3% | +18.3% |
| 3M | +8.9% | -2.3% | +11.2% | +5.1% |
| 6M | -7.4% | +1.5% | -8.9% | +6.3% |
| YTD | -41.5% | +12.0% | -53.6% | -8.1% |
| 1Y | -39.8% | +12.9% | -52.6% | -2.1% |
| All | -39.8% | +13.3% | -53.0% | -2.1% |
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