-17.9%
RYAN vs VT
+13.3%
-31.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.3% |
| 7D | -1.1% | -0.7% | -0.4% | -1.3% |
| 30D | +26.2% | -1.7% | +27.9% | +25.4% |
| 3M | +11.5% | -2.3% | +13.8% | +10.5% |
| 6M | +51.3% | +1.5% | +49.8% | +53.0% |
| YTD | -8.0% | +12.0% | -20.0% | -10.3% |
| 1Y | -17.9% | +12.9% | -30.8% | -19.9% |
| All | -17.9% | +13.3% | -31.2% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling