-26.6%
RYM vs VT
+23.4%
-50.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +2.7% |
| 7D | +11.2% | +0.1% | +11.1% | +11.1% |
| 30D | -1.6% | +0.8% | -2.4% | -2.7% |
| 3M | +1.7% | +2.8% | -1.1% | -2.1% |
| 6M | +46.4% | +13.0% | +33.5% | +21.6% |
| YTD | +17.3% | +15.4% | +2.0% | -1.6% |
| All | -26.6% | +23.4% | -50.0% | -42.3% |
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 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