+354.4%
REZ price history and return analytics
+356.5%
-2.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -0.7% | +2.4% | -3.1% | -2.9% |
| 30D | +6.6% | -1.5% | +8.1% | +7.8% |
| 3M | -0.5% | -4.1% | +3.7% | +3.0% |
| 6M | +3.5% | +0.6% | +3.0% | +1.9% |
| YTD | +15.3% | +11.0% | +4.2% | +2.9% |
| 1Y | +15.1% | +13.3% | +1.7% | +0.7% |
| 3Y | +59.1% | +73.4% | -14.3% | -8.4% |
| 5Y | +16.1% | +57.4% | -41.3% | -27.4% |
| 10Y | +115.1% | +221.7% | -106.6% | -35.3% |
| All | +354.4% | +356.5% | -2.1% | -21.6% |
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