+835.2%
RETL price history and return analytics
+434.4%
+400.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.3% |
| 7D | +11.1% | -0.1% | +11.2% | +12.6% |
| 30D | +28.2% | -3.1% | +31.3% | +39.8% |
| 3M | -0.4% | -3.5% | +3.1% | +10.0% |
| 6M | +16.2% | +0.5% | +15.7% | +14.7% |
| YTD | +6.4% | +10.8% | -4.3% | -17.6% |
| 1Y | +24.9% | +11.9% | +13.0% | -5.4% |
| 3Y | +86.9% | +73.0% | +13.9% | -46.2% |
| 5Y | -79.6% | +58.6% | -138.3% | -89.6% |
| 10Y | -29.8% | +219.2% | -249.0% | -85.8% |
| All | +835.2% | +434.4% | +400.8% | +5.0% |
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 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