-100.0%
RETO price history and return analytics
+154.8%
-254.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +6.0% |
| 7D | -1.7% | +0.4% | -2.1% | -1.7% |
| 30D | +209.8% | -2.6% | +212.4% | +213.3% |
| 3M | -93.1% | -3.2% | -89.9% | -93.2% |
| 6M | -91.8% | +0.9% | -92.7% | -92.1% |
| YTD | -97.3% | +11.3% | -108.6% | -97.5% |
| 1Y | -98.2% | +14.0% | -112.2% | -98.4% |
| 3Y | -100.0% | +75.8% | -175.8% | -100.0% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +154.8% | -254.8% | -100.0% |
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