-99.0%
RZLT vs VT
+327.4%
-426.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -2.1% | +1.0% | -3.1% | -2.7% |
| 3M | +1.6% | +2.4% | -0.8% | +0.4% |
| 6M | +39.6% | +12.0% | +27.6% | +31.2% |
| YTD | +94.1% | +15.3% | +78.7% | +79.3% |
| 1Y | -37.9% | +22.6% | -60.5% | -45.3% |
| 3Y | +213.7% | +74.7% | +139.0% | +129.9% |
| 5Y | -50.4% | +66.1% | -116.6% | -62.8% |
| 10Y | -90.6% | +225.0% | -315.6% | -94.8% |
| All | -99.0% | +327.4% | -426.4% | -99.5% |
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