-60.9%
RES price history and return analytics
+224.4%
-285.3%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +6.0% |
| 7D | -4.4% | -0.7% | -3.7% | -3.6% |
| 30D | -5.3% | -1.7% | -3.6% | -3.4% |
| 3M | -10.9% | -2.3% | -8.5% | -8.6% |
| 6M | -19.1% | +1.5% | -20.6% | -20.7% |
| YTD | +5.8% | +12.0% | -6.2% | -8.6% |
| 1Y | +1.3% | +12.9% | -11.5% | -13.2% |
| 3Y | -17.2% | +74.9% | -92.1% | -57.2% |
| 5Y | +19.5% | +59.9% | -40.4% | -31.6% |
| 10Y | -60.9% | +224.6% | -285.6% | -89.4% |
| All | -60.9% | +224.4% | -285.3% | -89.4% |
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 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