+137.0%
RYZ vs VT
+224.5%
-87.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +4.7% | +0.4% | +4.2% | +3.9% |
| 30D | -4.1% | +1.0% | -5.1% | -5.3% |
| 3M | -6.3% | +2.4% | -8.7% | -10.2% |
| 6M | +0.7% | +12.0% | -11.3% | -15.4% |
| YTD | +6.0% | +15.3% | -9.3% | -14.8% |
| 1Y | +17.2% | +22.6% | -5.4% | -14.1% |
| 3Y | -9.3% | +74.7% | -84.0% | -61.6% |
| 5Y | +21.4% | +66.1% | -44.7% | -42.5% |
| All | +137.0% | +224.5% | -87.5% | -65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling