-89.6%
REW price history and return analytics
+65.7%
-155.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | +0.2% |
| 7D | -0.4% | -1.1% | +0.8% | -3.5% |
| 30D | +1.2% | -1.0% | +2.1% | -1.3% |
| 3M | -8.8% | +3.2% | -11.9% | +3.5% |
| 6M | -49.1% | +12.5% | -61.6% | -22.6% |
| YTD | -47.2% | +14.1% | -61.3% | -15.0% |
| 1Y | -53.9% | +18.9% | -72.8% | -14.3% |
| 3Y | -83.7% | +74.1% | -157.8% | +12.9% |
| All | -89.6% | +65.7% | -155.3% | -10.3% |
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