-99.2%
RZLT price history and return analytics
+311.4%
-410.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.4% |
| 7D | -5.8% | +2.4% | -8.2% | -7.2% |
| 30D | -13.6% | -1.5% | -12.1% | -12.7% |
| 3M | -20.5% | -4.1% | -16.4% | -18.3% |
| 6M | +9.8% | +0.6% | +9.2% | +10.0% |
| YTD | +54.9% | +11.0% | +43.8% | +46.8% |
| 1Y | -63.2% | +13.3% | -76.6% | -66.0% |
| 3Y | +328.5% | +73.4% | +255.1% | +217.6% |
| 5Y | -42.0% | +57.4% | -99.4% | -55.0% |
| 10Y | -93.5% | +221.7% | -315.2% | -96.4% |
| All | -99.2% | +311.4% | -410.7% | -99.6% |
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