-61.9%
RLX vs VT
+53.4%
-115.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | 0.0% | -2.3% | +2.3% | +2.6% |
| 30D | -6.9% | -5.0% | -2.0% | -1.5% |
| 3M | -19.1% | -4.9% | -14.2% | -14.6% |
| 6M | -27.1% | -1.5% | -25.6% | -26.7% |
| YTD | -30.9% | +8.5% | -39.4% | -38.7% |
| 1Y | -30.3% | +11.4% | -41.7% | -40.3% |
| 3Y | -1.4% | +70.1% | -71.5% | -58.1% |
| All | -61.9% | +53.4% | -115.3% | -74.8% |
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