-84.4%
RILY vs VT
+75.0%
-159.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.3% | +0.4% | -0.7% | -1.0% |
| 30D | -5.1% | +1.0% | -6.1% | -6.6% |
| 3M | -23.2% | +2.4% | -25.6% | -25.7% |
| 6M | -0.8% | +12.0% | -12.8% | -17.0% |
| YTD | +50.5% | +15.3% | +35.2% | +21.7% |
| 1Y | +38.4% | +22.6% | +15.8% | +3.0% |
| All | -84.4% | +75.0% | -159.4% | -94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling