+843.9%
RETL price history and return analytics
+437.0%
+406.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +3.9% |
| 7D | +5.6% | +0.4% | +5.2% | +5.6% |
| 30D | +29.4% | -2.6% | +32.0% | +39.3% |
| 3M | +0.1% | -3.2% | +3.4% | +9.8% |
| 6M | +17.3% | +0.9% | +16.3% | +14.3% |
| YTD | +7.4% | +11.3% | -3.9% | -17.9% |
| 1Y | +27.5% | +14.0% | +13.5% | -8.1% |
| 3Y | +93.7% | +75.8% | +17.8% | -46.6% |
| 5Y | -80.7% | +57.8% | -138.5% | -90.0% |
| 10Y | -28.8% | +219.8% | -248.6% | -85.7% |
| All | +843.9% | +437.0% | +406.9% | +4.7% |
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