-63.0%
RZLV price history and return analytics
+13.3%
-76.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | -2.0% | -1.6% | -0.4% | +2.2% |
| 30D | -27.7% | -2.5% | -25.2% | -22.2% |
| 3M | -42.0% | -1.3% | -40.7% | -39.4% |
| 6M | -44.2% | +3.1% | -47.3% | -47.7% |
| YTD | -42.0% | +10.9% | -53.0% | -54.0% |
| All | -63.0% | +13.3% | -76.3% | -72.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling