-85.5%
REI price history and return analytics
+226.9%
-312.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +6.0% |
| 7D | +3.3% | -2.0% | +5.3% | +6.5% |
| 30D | +13.1% | -1.4% | +14.6% | +15.3% |
| 3M | +20.2% | +4.7% | +15.4% | +10.0% |
| 6M | +8.4% | +11.4% | -3.0% | -13.7% |
| YTD | +78.2% | +13.1% | +65.1% | +38.4% |
| 1Y | +49.0% | +19.0% | +30.0% | +6.4% |
| 3Y | -19.3% | +73.9% | -93.2% | -69.7% |
| 5Y | -35.4% | +65.4% | -100.8% | -73.1% |
| All | -85.5% | +226.9% | -312.3% | -97.6% |
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