+20.4%
RYZ vs VT
+66.2%
-45.8%
-58.2%
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 | +4.7% | +0.4% | +4.2% | +4.0% |
| 30D | -4.1% | +1.0% | -5.1% | -5.3% |
| 3M | -6.3% | +2.4% | -8.7% | -9.9% |
| 6M | +0.7% | +12.0% | -11.3% | -14.6% |
| YTD | +6.0% | +15.3% | -9.3% | -13.8% |
| 1Y | +17.2% | +22.6% | -5.4% | -12.8% |
| 3Y | -9.3% | +74.7% | -84.0% | -60.5% |
| All | +20.4% | +66.2% | -45.8% | -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 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