+11.6%
REZI vs VT
+164.0%
-152.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.7% | -0.7% |
| 7D | +4.2% | +0.4% | +3.8% | +3.6% |
| 30D | +17.5% | -2.6% | +20.1% | +22.3% |
| 3M | -23.1% | -3.2% | -19.9% | -19.2% |
| 6M | -27.5% | +0.9% | -28.5% | -28.9% |
| YTD | -18.0% | +11.3% | -29.3% | -30.4% |
| 1Y | -7.3% | +14.0% | -21.3% | -24.1% |
| 3Y | +85.8% | +75.8% | +9.9% | -18.7% |
| 5Y | +6.0% | +57.8% | -51.8% | -43.6% |
| All | +11.6% | +164.0% | -152.4% | -70.8% |
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 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