+45.7%
RILYT vs VT
+86.5%
-40.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -0.6% | +1.0% | -1.6% | -1.0% |
| 30D | +2.1% | -0.2% | +2.3% | +2.2% |
| 3M | +5.3% | +4.5% | +0.7% | +3.3% |
| 6M | +25.9% | +14.1% | +11.9% | +19.1% |
| YTD | +66.9% | +14.8% | +52.2% | +57.5% |
| 1Y | +71.1% | +21.2% | +49.9% | +58.0% |
| 3Y | +50.5% | +76.6% | -26.1% | +22.8% |
| 5Y | +35.8% | +66.6% | -30.8% | +9.7% |
| All | +45.7% | +86.5% | -40.8% | +17.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling