+39.0%
RILYG vs VT
+70.8%
-31.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.4% | +0.4% | -0.1% | +0.2% |
| 30D | +1.1% | +1.0% | +0.1% | +0.6% |
| 3M | +2.1% | +2.4% | -0.3% | +1.0% |
| 6M | +11.4% | +12.0% | -0.6% | +5.7% |
| YTD | +27.7% | +15.3% | +12.3% | +19.5% |
| 1Y | +33.3% | +22.6% | +10.7% | +21.2% |
| 3Y | +53.1% | +74.7% | -21.5% | +21.0% |
| All | +39.0% | +70.8% | -31.8% | +8.3% |
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