+12.4%
REZI vs VT
+57.0%
-44.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +9.9% | +2.4% | +7.5% | +6.3% |
| 30D | +31.5% | -1.5% | +33.0% | +35.1% |
| 3M | +4.2% | -4.1% | +8.3% | +11.9% |
| 6M | +1.7% | +0.6% | +1.2% | +0.8% |
| YTD | -12.8% | +11.0% | -23.8% | -26.2% |
| 1Y | -1.7% | +13.3% | -15.1% | -19.4% |
| 3Y | +95.0% | +73.4% | +21.6% | -15.2% |
| All | +12.4% | +57.0% | -44.6% | -41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling