-14.3%
RIET vs VT
+65.4%
-79.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -1.7% | +2.4% | -4.1% | -3.4% |
| 30D | +0.4% | -1.5% | +2.0% | +1.5% |
| 3M | -12.9% | -4.1% | -8.8% | -10.2% |
| 6M | -10.1% | +0.6% | -10.7% | -11.0% |
| YTD | -4.5% | +11.0% | -15.6% | -12.9% |
| 1Y | -3.1% | +13.3% | -16.4% | -13.1% |
| 3Y | +18.7% | +73.4% | -54.7% | -26.8% |
| 5Y | -15.9% | +57.4% | -73.3% | -46.2% |
| All | -14.3% | +65.4% | -79.6% | -45.8% |
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