+50.5%
RILYT vs VT
+76.6%
-26.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | -0.6% | +1.0% | -1.6% | -1.2% |
| 30D | +2.1% | -0.2% | +2.3% | +2.2% |
| 3M | +5.3% | +4.5% | +0.7% | +2.3% |
| 6M | +25.9% | +14.1% | +11.9% | +15.7% |
| YTD | +66.9% | +14.8% | +52.2% | +52.6% |
| 1Y | +71.1% | +21.2% | +49.9% | +51.2% |
| 3Y | +50.5% | +76.6% | -26.1% | +9.6% |
| All | +50.5% | +76.6% | -26.1% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling