+6.5%
RILYZ vs VT
+63.3%
-56.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | -3.0% | -0.1% | -2.8% | -2.9% |
| 30D | -10.4% | -3.1% | -7.3% | -9.0% |
| 3M | -13.4% | -3.5% | -9.9% | -11.9% |
| 6M | -9.3% | +0.5% | -9.7% | -9.6% |
| YTD | +45.7% | +10.8% | +34.9% | +38.6% |
| 1Y | +77.1% | +11.9% | +65.2% | +67.6% |
| 3Y | +43.0% | +73.0% | -29.9% | +13.0% |
| 5Y | +5.4% | +58.6% | -53.2% | -17.2% |
| All | +6.5% | +63.3% | -56.8% | -16.6% |
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 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