+31.0%
RILYZ vs VT
+70.0%
-39.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.9% | +0.4% | +0.4% | +0.6% |
| 30D | +8.8% | +1.0% | +7.8% | +8.3% |
| 3M | +5.8% | +2.4% | +3.4% | +4.4% |
| 6M | +35.2% | +12.0% | +23.2% | +27.7% |
| YTD | +79.3% | +15.3% | +63.9% | +67.1% |
| 1Y | +84.0% | +22.6% | +61.4% | +66.9% |
| 3Y | +56.1% | +74.7% | -18.6% | +22.3% |
| 5Y | +30.9% | +66.1% | -35.3% | +0.8% |
| All | +31.0% | +70.0% | -39.0% | +0.6% |
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 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