-93.5%
RZLT vs VT
+215.5%
-309.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.4% |
| 7D | -1.8% | -2.3% | +0.5% | -0.1% |
| 30D | -11.4% | -5.0% | -6.5% | -8.2% |
| 3M | -17.4% | -4.9% | -12.6% | -14.4% |
| 6M | +23.6% | -1.5% | +25.1% | +25.6% |
| YTD | +64.4% | +8.5% | +55.9% | +57.6% |
| 1Y | -59.6% | +11.4% | -71.0% | -62.4% |
| 3Y | +309.7% | +70.1% | +239.6% | +201.7% |
| 5Y | -40.4% | +53.7% | -94.1% | -53.9% |
| All | -93.5% | +215.5% | -309.1% | -97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling