-1.7%
REZI price history and return analytics
+11.9%
-13.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +9.9% | +2.4% | +7.5% | +6.6% |
| 30D | +31.5% | -1.5% | +33.0% | +34.8% |
| 3M | +4.2% | -4.1% | +8.3% | +11.4% |
| 6M | +1.7% | +0.6% | +1.2% | +0.3% |
| YTD | -12.8% | +11.0% | -23.8% | -28.6% |
| 1Y | -1.7% | +13.3% | -15.1% | -23.8% |
| All | -1.7% | +11.9% | -13.7% | -23.8% |
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