-77.3%
RZLV vs VT
+64.0%
-141.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -25.6% | +0.4% | -26.0% | -25.8% |
| 30D | -18.5% | +1.0% | -19.4% | -18.9% |
| 3M | -12.0% | +2.4% | -14.3% | -13.0% |
| 6M | -19.3% | +12.0% | -31.3% | -25.3% |
| YTD | -14.0% | +15.3% | -29.3% | -21.2% |
| 1Y | -48.8% | +22.6% | -71.4% | -54.3% |
| 3Y | -79.0% | +74.7% | -153.7% | -82.5% |
| All | -77.3% | +64.0% | -141.4% | -80.4% |
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