-79.4%
RETL price history and return analytics
+66.2%
-145.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -4.3% |
| 7D | -1.1% | +1.0% | -2.1% | -4.5% |
| 30D | -17.2% | -0.2% | -17.0% | -16.6% |
| 3M | +2.1% | +4.5% | -2.5% | -14.3% |
| 6M | -0.2% | +14.1% | -14.3% | -39.2% |
| YTD | -11.1% | +14.8% | -25.9% | -46.9% |
| 1Y | -23.3% | +21.2% | -44.5% | -62.0% |
| 3Y | +35.4% | +76.6% | -41.2% | -81.7% |
| 5Y | -79.4% | +66.6% | -146.0% | -94.5% |
| All | -79.4% | +66.2% | -145.6% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling