-93.5%
RILY vs VT
+59.8%
-153.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.1% | +4.3% |
| 7D | +1.6% | -0.7% | +2.3% | +2.7% |
| 30D | -25.3% | -1.7% | -23.6% | -22.9% |
| 3M | -46.5% | -2.3% | -44.2% | -44.1% |
| 6M | -57.0% | +1.5% | -58.5% | -57.9% |
| YTD | -16.7% | +12.0% | -28.7% | -30.3% |
| 1Y | -31.8% | +12.9% | -44.6% | -43.5% |
| 3Y | -83.5% | +74.9% | -158.4% | -93.7% |
| 5Y | -93.5% | +59.9% | -153.5% | -96.9% |
| All | -93.5% | +59.8% | -153.3% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling