-60.1%
RES price history and return analytics
+221.8%
-281.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.0% |
| 7D | +9.5% | +2.4% | +7.1% | +6.6% |
| 30D | -2.6% | -1.5% | -1.1% | -0.9% |
| 3M | -7.4% | -4.1% | -3.3% | -3.1% |
| 6M | -15.6% | +0.6% | -16.2% | -16.5% |
| YTD | +9.0% | +11.0% | -2.0% | -4.9% |
| 1Y | +10.2% | +13.3% | -3.1% | -6.1% |
| 3Y | -16.3% | +73.4% | -89.7% | -56.3% |
| 5Y | +26.6% | +57.4% | -30.9% | -26.3% |
| All | -60.1% | +221.8% | -281.8% | -89.0% |
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