-99.1%
RZLT price history and return analytics
+325.2%
-424.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.6% |
| 7D | -2.2% | +1.0% | -3.2% | -2.8% |
| 30D | -6.2% | -0.2% | -5.9% | -6.0% |
| 3M | +7.8% | +4.5% | +3.3% | +5.3% |
| 6M | +41.5% | +14.1% | +27.4% | +31.6% |
| YTD | +86.4% | +14.8% | +71.7% | +72.8% |
| 1Y | -44.7% | +21.2% | -65.8% | -50.9% |
| 3Y | +199.3% | +76.6% | +122.8% | +118.3% |
| 5Y | -55.6% | +66.6% | -122.2% | -66.7% |
| 10Y | -90.9% | +222.3% | -313.2% | -95.0% |
| All | -99.1% | +325.2% | -424.3% | -99.5% |
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