+19.4%
REZI price history and return analytics
+164.1%
-144.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.7% |
| 7D | +9.5% | +2.9% | +6.7% | +5.2% |
| 30D | +29.2% | -2.5% | +31.7% | +34.8% |
| 3M | -16.5% | -3.3% | -13.2% | -11.9% |
| 6M | -15.9% | +1.5% | -17.5% | -18.0% |
| YTD | -12.2% | +11.4% | -23.6% | -25.4% |
| 1Y | -3.0% | +11.9% | -14.9% | -17.9% |
| 3Y | +95.2% | +73.9% | +21.3% | -12.8% |
| 5Y | +11.1% | +57.9% | -46.8% | -40.7% |
| All | +19.4% | +164.1% | -144.7% | -68.6% |
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