-87.7%
RZLV vs VT
+57.0%
-144.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.7% |
| 7D | -9.1% | +2.4% | -11.4% | -10.8% |
| 30D | -29.8% | -1.5% | -28.3% | -28.6% |
| 3M | -54.7% | -4.1% | -50.6% | -52.7% |
| 6M | -54.2% | +0.6% | -54.8% | -53.7% |
| YTD | -53.3% | +11.0% | -64.3% | -55.6% |
| 1Y | -59.6% | +13.3% | -72.9% | -61.9% |
| 3Y | -88.8% | +73.4% | -162.2% | -90.3% |
| All | -87.7% | +57.0% | -144.8% | -88.9% |
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