-66.3%
RZLV vs VT
+19.6%
-85.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -2.8% |
| 7D | +3.6% | -1.1% | +4.7% | +6.6% |
| 30D | -14.6% | -1.0% | -13.6% | -12.0% |
| 3M | -9.5% | +3.2% | -12.6% | -15.8% |
| 6M | -18.8% | +12.5% | -31.3% | -40.2% |
| YTD | -10.9% | +14.1% | -25.0% | -36.3% |
| 1Y | -66.3% | +18.9% | -85.2% | -77.8% |
| All | -66.3% | +19.6% | -85.9% | -77.8% |
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