-12.7%
RIET vs VT
+65.0%
-77.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +0.3% | -3.1% | +3.4% | +2.6% |
| 3M | -10.1% | -3.5% | -6.6% | -7.7% |
| 6M | -10.0% | +0.5% | -10.4% | -10.8% |
| YTD | -2.8% | +10.8% | -13.5% | -11.1% |
| 1Y | -1.1% | +11.9% | -13.0% | -10.3% |
| 3Y | +19.9% | +73.0% | -53.1% | -25.9% |
| 5Y | -14.3% | +58.6% | -72.9% | -45.2% |
| All | -12.7% | +65.0% | -77.7% | -44.7% |
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