-59.6%
RZLT vs VT
+10.5%
-70.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.3% |
| 7D | -1.8% | -2.3% | +0.5% | +1.2% |
| 30D | -11.4% | -5.0% | -6.5% | -5.7% |
| 3M | -17.4% | -4.9% | -12.6% | -12.2% |
| 6M | +23.6% | -1.5% | +25.1% | +27.3% |
| YTD | +64.4% | +8.5% | +55.9% | +63.9% |
| 1Y | -59.6% | +11.4% | -71.0% | -59.8% |
| All | -59.6% | +10.5% | -70.1% | -59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling