+141.0%
REVS price history and return analytics
+146.7%
-5.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | -0.2% | +1.0% | -1.2% | -1.1% |
| 30D | -0.4% | -0.2% | -0.2% | -0.2% |
| 3M | +7.3% | +4.5% | +2.7% | +3.1% |
| 6M | +16.8% | +14.1% | +2.7% | +4.0% |
| YTD | +19.3% | +14.8% | +4.5% | +5.7% |
| 1Y | +24.4% | +21.2% | +3.2% | +5.1% |
| 3Y | +72.3% | +76.6% | -4.2% | +5.0% |
| 5Y | +79.4% | +66.6% | +12.8% | +14.4% |
| All | +141.0% | +146.7% | -5.7% | +9.4% |
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