+29.9%
RILYT vs VT
+82.1%
-52.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.7% |
| 7D | -1.2% | -0.7% | -0.5% | -0.9% |
| 30D | -5.3% | -1.7% | -3.6% | -4.6% |
| 3M | -10.5% | -2.3% | -8.2% | -9.7% |
| 6M | -3.7% | +1.5% | -5.2% | -4.4% |
| YTD | +48.8% | +12.0% | +36.8% | +41.7% |
| 1Y | +54.4% | +12.9% | +41.5% | +46.6% |
| 3Y | +50.0% | +74.9% | -25.0% | +23.1% |
| 5Y | +19.6% | +59.9% | -40.3% | -2.3% |
| All | +29.9% | +82.1% | -52.2% | +6.1% |
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