+4.6%
RILYZ vs VT
+59.9%
-55.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.3% |
| 7D | -4.4% | -2.3% | -2.1% | -3.3% |
| 30D | -12.4% | -5.0% | -7.5% | -10.2% |
| 3M | -13.7% | -4.9% | -8.8% | -11.6% |
| 6M | -10.8% | -1.5% | -9.3% | -10.2% |
| YTD | +43.2% | +8.5% | +34.7% | +37.5% |
| 1Y | +73.9% | +11.4% | +62.5% | +65.0% |
| 3Y | +36.4% | +70.1% | -33.7% | +8.7% |
| 5Y | +3.3% | +53.7% | -50.4% | -17.9% |
| All | +4.6% | +59.9% | -55.2% | -17.2% |
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