-93.6%
RZLT vs VT
+222.7%
-316.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.5% |
| 7D | +6.3% | +2.9% | +3.4% | +4.3% |
| 30D | -16.1% | -2.5% | -13.5% | -14.4% |
| 3M | -17.7% | -3.3% | -14.3% | -15.6% |
| 6M | +17.3% | +1.5% | +15.7% | +16.8% |
| YTD | +64.0% | +11.4% | +52.6% | +54.4% |
| 1Y | -61.3% | +11.9% | -73.2% | -64.1% |
| 3Y | +409.2% | +73.9% | +335.3% | +269.0% |
| 5Y | -38.6% | +57.9% | -96.5% | -53.4% |
| All | -93.6% | +222.7% | -316.2% | -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