+358.8%
REZ price history and return analytics
+360.7%
-1.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.5% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +7.5% | -1.7% | +9.3% | +9.0% |
| 3M | +2.8% | -2.3% | +5.1% | +4.6% |
| 6M | +5.2% | +1.5% | +3.7% | +2.6% |
| YTD | +16.4% | +12.0% | +4.3% | +3.1% |
| 1Y | +14.6% | +12.9% | +1.8% | +0.7% |
| 3Y | +59.1% | +74.9% | -15.9% | -9.1% |
| 5Y | +17.2% | +59.9% | -42.7% | -27.8% |
| 10Y | +117.2% | +224.6% | -107.4% | -35.2% |
| All | +358.8% | +360.7% | -1.9% | -21.5% |
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