+32.6%
RYAAY vs VT
+57.0%
-24.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -2.7% | +2.4% | -5.0% | -5.2% |
| 30D | +12.4% | -1.5% | +14.0% | +14.2% |
| 3M | -1.6% | -4.1% | +2.5% | +3.1% |
| 6M | +5.9% | +0.6% | +5.4% | +5.5% |
| YTD | -18.8% | +11.0% | -29.9% | -27.3% |
| 1Y | -9.3% | +13.3% | -22.7% | -20.5% |
| 3Y | +41.7% | +73.4% | -31.7% | -23.6% |
| All | +32.6% | +57.0% | -24.5% | -21.5% |
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