+32.1%
REAX price history and return analytics
+81.9%
-49.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -15.5% | +2.4% | -17.8% | -17.6% |
| 30D | -21.3% | -1.5% | -19.8% | -19.7% |
| 3M | -55.4% | -4.1% | -51.3% | -53.1% |
| 6M | -38.9% | +0.6% | -39.4% | -38.9% |
| YTD | -70.7% | +11.0% | -81.7% | -73.5% |
| 1Y | -72.3% | +13.3% | -85.6% | -75.5% |
| 3Y | -23.6% | +73.4% | -97.0% | -53.6% |
| 5Y | -62.5% | +57.4% | -119.9% | -73.1% |
| All | +32.1% | +81.9% | -49.8% | -33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling