+9.1%
RLTY vs VT
+79.4%
-70.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.0% | -1.6% | +4.6% | +4.1% |
| 30D | +5.3% | -2.5% | +7.8% | +7.2% |
| 3M | -7.0% | -1.3% | -5.7% | -6.2% |
| 6M | -4.1% | +3.1% | -7.2% | -6.8% |
| YTD | +5.7% | +10.9% | -5.3% | -3.1% |
| 1Y | +5.2% | +12.1% | -6.8% | -4.3% |
| 3Y | +45.4% | +73.9% | -28.5% | -8.7% |
| All | +9.1% | +79.4% | -70.3% | -34.1% |
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