-13.5%
RIET vs VT
+66.9%
-80.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.8% |
| 7D | -3.7% | -0.7% | -3.0% | -3.2% |
| 30D | -0.6% | -1.7% | +1.1% | +0.6% |
| 3M | -10.9% | -2.3% | -8.6% | -9.4% |
| 6M | -9.7% | +1.5% | -11.2% | -11.2% |
| YTD | -3.7% | +12.0% | -15.8% | -12.7% |
| 1Y | -3.6% | +12.9% | -16.4% | -13.2% |
| 3Y | +18.7% | +74.9% | -56.2% | -27.2% |
| 5Y | -15.5% | +59.9% | -75.4% | -46.4% |
| All | -13.5% | +66.9% | -80.4% | -45.7% |
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