+74.7%
RILYN vs VT
+141.2%
-66.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.0% | -1.3% | +0.5% |
| 7D | +3.7% | +5.0% | -1.3% | +0.5% |
| 30D | +3.7% | +5.0% | -1.3% | +0.5% |
| 3M | +3.7% | +5.0% | -1.3% | +0.5% |
| 6M | +9.9% | +18.7% | -8.8% | -1.8% |
| YTD | +24.9% | +13.5% | +11.3% | +14.6% |
| 1Y | +27.8% | +18.0% | +9.8% | +14.2% |
| 3Y | +53.2% | +79.7% | -26.5% | +1.7% |
| 5Y | +46.7% | +70.9% | -24.2% | -0.4% |
| All | +74.7% | +141.2% | -66.5% | -24.8% |
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 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