-87.8%
RILY vs VT
+69.7%
-157.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -4.1% |
| 7D | -10.1% | -2.3% | -7.8% | -7.0% |
| 30D | -26.9% | -5.0% | -21.9% | -20.8% |
| 3M | -49.7% | -4.9% | -44.8% | -45.6% |
| 6M | -59.2% | -1.5% | -57.7% | -58.0% |
| YTD | -21.8% | +8.5% | -30.3% | -29.6% |
| 1Y | -28.7% | +11.4% | -40.1% | -38.1% |
| 3Y | -87.8% | +70.1% | -157.9% | -94.8% |
| All | -87.8% | +69.7% | -157.5% | -94.8% |
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 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