+12.5%
RLTY price history and return analytics
+80.0%
-67.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.1% |
| 7D | +3.3% | +0.4% | +2.9% | +2.9% |
| 30D | +8.7% | -2.6% | +11.3% | +10.6% |
| 3M | -3.8% | -3.2% | -0.5% | -1.6% |
| 6M | -2.0% | +0.9% | -2.9% | -3.2% |
| YTD | +9.0% | +11.3% | -2.3% | -0.3% |
| 1Y | +8.0% | +14.0% | -6.0% | -3.1% |
| 3Y | +58.5% | +75.8% | -17.3% | -1.4% |
| All | +12.5% | +80.0% | -67.5% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling