-9.6%
REAX price history and return analytics
+69.7%
-79.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | +0.2% | -14.7% | -14.8% |
| 7D | -9.6% | -2.3% | -7.3% | -6.1% |
| 30D | -22.3% | -5.0% | -17.3% | -16.5% |
| 3M | -36.4% | -4.9% | -31.5% | -31.4% |
| 6M | -39.4% | -1.5% | -37.9% | -37.8% |
| YTD | -65.3% | +8.5% | -73.8% | -68.6% |
| 1Y | -65.1% | +11.4% | -76.5% | -69.4% |
| 3Y | -9.6% | +70.1% | -79.6% | -45.7% |
| All | -9.6% | +69.7% | -79.3% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling