+27.6%
RILYT vs VT
+81.0%
-53.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -1.2% | +2.9% | -4.1% | -2.4% |
| 30D | -7.8% | -2.5% | -5.3% | -6.8% |
| 3M | -13.1% | -3.3% | -9.8% | -11.9% |
| 6M | -6.5% | +1.5% | -8.1% | -7.2% |
| YTD | +46.2% | +11.4% | +34.8% | +39.6% |
| 1Y | +59.7% | +11.9% | +47.8% | +52.1% |
| 3Y | +47.3% | +73.9% | -26.5% | +21.3% |
| 5Y | +17.4% | +57.9% | -40.5% | -3.8% |
| All | +27.6% | +81.0% | -53.4% | +4.5% |
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