-3.4%
RIET price history and return analytics
+70.9%
-74.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +0.1% | +1.0% | -1.0% | -0.7% |
| 30D | -2.3% | -0.2% | -2.1% | -2.2% |
| 3M | -0.3% | +4.5% | -4.8% | -3.9% |
| 6M | +3.6% | +14.1% | -10.5% | -7.1% |
| YTD | +7.6% | +14.8% | -7.2% | -4.1% |
| 1Y | +3.2% | +21.2% | -18.0% | -12.2% |
| 3Y | +21.0% | +76.6% | -55.5% | -26.0% |
| All | -3.4% | +70.9% | -74.3% | -40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling