+8.0%
REZI vs VT
+157.3%
-149.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +3.6% | -2.3% | +5.9% | +7.4% |
| 30D | +10.5% | -5.0% | +15.4% | +19.4% |
| 3M | -25.6% | -4.9% | -20.7% | -19.7% |
| 6M | -32.2% | -1.5% | -30.6% | -30.9% |
| YTD | -20.6% | +8.5% | -29.1% | -30.0% |
| 1Y | -11.0% | +11.4% | -22.3% | -24.4% |
| 3Y | +73.2% | +70.1% | +3.1% | -20.2% |
| 5Y | +5.4% | +53.7% | -48.4% | -41.6% |
| All | +8.0% | +157.3% | -149.3% | -70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling