+3.9%
RES price history and return analytics
+345.0%
-341.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | +0.1% |
| 7D | -12.4% | -4.2% | -8.2% | -7.3% |
| 30D | -7.5% | -5.8% | -1.7% | +0.2% |
| 3M | -2.8% | -5.2% | +2.5% | +4.2% |
| 6M | -27.4% | +0.1% | -27.5% | -28.2% |
| YTD | +4.8% | +8.2% | -3.4% | -7.7% |
| 1Y | +6.2% | +10.1% | -4.0% | -8.8% |
| 3Y | -26.1% | +69.7% | -95.7% | -64.4% |
| 5Y | +15.1% | +53.4% | -38.3% | -37.1% |
| 10Y | -60.9% | +219.2% | -280.2% | -92.2% |
| All | +3.9% | +345.0% | -341.1% | -87.3% |
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