+15.8%
REZ price history and return analytics
+65.7%
-49.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.6% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | -3.0% | -0.7% | -2.3% | -2.6% |
| 3M | +1.2% | +4.0% | -2.8% | -1.7% |
| 6M | +4.5% | +12.3% | -7.8% | -4.0% |
| YTD | +12.3% | +14.0% | -1.8% | +1.9% |
| 1Y | +11.2% | +20.3% | -9.1% | -3.1% |
| 3Y | +43.6% | +75.4% | -31.9% | -7.3% |
| 5Y | +15.8% | +66.0% | -50.2% | -24.3% |
| All | +15.8% | +65.7% | -49.9% | -24.3% |
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