+14.7%
RLTY vs VT
+86.5%
-71.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.0% | +0.4% | -1.5% | -1.3% |
| 30D | -1.8% | +1.0% | -2.8% | -2.5% |
| 3M | +1.3% | +2.4% | -1.1% | -0.8% |
| 6M | +1.4% | +12.0% | -10.6% | -7.3% |
| YTD | +11.0% | +15.3% | -4.3% | -0.9% |
| 1Y | +8.1% | +22.6% | -14.5% | -8.2% |
| 3Y | +47.5% | +74.7% | -27.2% | -7.2% |
| All | +14.7% | +86.5% | -71.9% | -32.7% |
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