-61.0%
RZLT price history and return analytics
+63.7%
-124.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.5% |
| 7D | -8.1% | -2.0% | -6.2% | -6.4% |
| 30D | -9.7% | -1.4% | -8.3% | -8.5% |
| 3M | +9.4% | +4.7% | +4.7% | +5.4% |
| 6M | +29.9% | +11.4% | +18.6% | +18.8% |
| YTD | +76.7% | +13.1% | +63.6% | +59.5% |
| 1Y | -48.5% | +19.0% | -67.5% | -56.5% |
| 3Y | +183.7% | +73.9% | +109.7% | +78.9% |
| 5Y | -61.0% | +65.4% | -126.4% | -72.3% |
| All | -61.0% | +63.7% | -124.7% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling