+95.0%
REZI vs VT
+74.0%
+21.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +9.9% | +2.4% | +7.5% | +6.2% |
| 30D | +31.5% | -1.5% | +33.0% | +35.2% |
| 3M | +4.2% | -4.1% | +8.3% | +12.2% |
| 6M | +1.7% | +0.6% | +1.2% | +0.6% |
| YTD | -12.8% | +11.0% | -23.8% | -27.2% |
| 1Y | -1.7% | +13.3% | -15.1% | -20.7% |
| 3Y | +95.0% | +73.4% | +21.6% | -27.5% |
| All | +95.0% | +74.0% | +21.0% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling