-12.4%
RIET vs VT
+61.2%
-73.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | +0.7% |
| 7D | -0.6% | -4.2% | +3.6% | +2.6% |
| 30D | -0.3% | -5.8% | +5.5% | +4.3% |
| 3M | -10.3% | -5.2% | -5.0% | -6.6% |
| 6M | -8.5% | +0.1% | -8.6% | -9.1% |
| YTD | -2.4% | +8.2% | -10.6% | -9.2% |
| 1Y | -0.1% | +10.1% | -10.3% | -8.4% |
| 3Y | +16.3% | +69.7% | -53.4% | -27.1% |
| 5Y | -14.2% | +53.4% | -67.6% | -44.0% |
| All | -12.4% | +61.2% | -73.5% | -43.5% |
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