+58.5%
RLY vs VT
+57.0%
+1.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.6% | +2.4% | -1.8% | -0.7% |
| 30D | -1.6% | -1.5% | -0.1% | -0.9% |
| 3M | -0.3% | -4.1% | +3.8% | +1.8% |
| 6M | -1.2% | +0.6% | -1.8% | -1.9% |
| YTD | +17.3% | +11.0% | +6.3% | +9.9% |
| 1Y | +20.0% | +13.3% | +6.6% | +11.0% |
| 3Y | +51.9% | +73.4% | -21.5% | +8.1% |
| All | +58.5% | +57.0% | +1.5% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling