+681.9%
RYTM vs VT
+66.2%
+615.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -4.1% | +0.4% | -4.6% | -4.7% |
| 30D | -7.2% | +1.0% | -8.2% | -8.3% |
| 3M | +17.3% | +2.4% | +14.9% | +13.4% |
| 6M | +12.9% | +12.0% | +0.9% | -2.8% |
| YTD | -4.0% | +15.3% | -19.4% | -20.5% |
| 1Y | -1.8% | +22.6% | -24.3% | -24.9% |
| 3Y | +269.6% | +74.7% | +194.9% | +73.2% |
| All | +681.9% | +66.2% | +615.7% | +330.2% |
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