-76.4%
RZLV vs VT
+60.8%
-137.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.7% |
| 7D | +4.5% | -2.0% | +6.5% | +6.3% |
| 30D | -17.3% | -1.4% | -15.8% | -16.1% |
| 3M | -3.8% | +4.7% | -8.5% | -6.5% |
| 6M | -19.6% | +11.4% | -30.9% | -25.0% |
| YTD | -10.5% | +13.1% | -23.6% | -16.6% |
| 1Y | -63.2% | +19.0% | -82.2% | -66.5% |
| 3Y | -78.6% | +73.9% | -152.5% | -81.8% |
| All | -76.4% | +60.8% | -137.2% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling