+655.5%
RYTM vs VT
+53.2%
+602.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | 0.0% |
| 7D | +12.8% | -4.2% | +17.0% | +19.5% |
| 30D | +15.7% | -5.8% | +21.5% | +25.1% |
| 3M | -5.1% | -5.2% | +0.1% | +1.9% |
| 6M | +13.8% | +0.1% | +13.6% | +13.3% |
| YTD | -1.9% | +8.2% | -10.1% | -11.6% |
| 1Y | +5.6% | +10.1% | -4.5% | -6.9% |
| 3Y | +289.4% | +69.7% | +219.7% | +90.1% |
| 5Y | +655.5% | +53.4% | +602.2% | +365.7% |
| All | +655.5% | +53.2% | +602.3% | +365.7% |
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