-25.3%
REZI price history and return analytics
+18.7%
-44.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +1.1% |
| 7D | -3.6% | -2.0% | -1.6% | -0.4% |
| 30D | -22.3% | -1.4% | -20.9% | -20.6% |
| 3M | -9.9% | +4.7% | -14.6% | -17.0% |
| 6M | -22.1% | +11.4% | -33.5% | -37.0% |
| YTD | -23.0% | +13.1% | -36.0% | -39.4% |
| 1Y | -25.3% | +19.0% | -44.3% | -46.3% |
| All | -25.3% | +18.7% | -44.0% | -46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling