-60.0%
REI price history and return analytics
+356.5%
-416.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +8.1% | +2.4% | +5.8% | +6.6% |
| 30D | -9.1% | -1.5% | -7.6% | -8.3% |
| 3M | -10.4% | -4.1% | -6.3% | -8.3% |
| 6M | -4.8% | +0.6% | -5.3% | -5.8% |
| YTD | +37.9% | +11.0% | +26.9% | +26.8% |
| 1Y | +20.0% | +13.3% | +6.7% | +8.8% |
| 3Y | -21.1% | +73.4% | -94.4% | -43.9% |
| 5Y | -61.8% | +57.4% | -119.2% | -71.0% |
| 10Y | -89.7% | +221.7% | -311.4% | -93.4% |
| All | -60.0% | +356.5% | -416.5% | -72.7% |
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 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