-57.1%
RILY price history and return analytics
+221.8%
-278.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.5% | -8.3% |
| 7D | -5.8% | +2.4% | -8.1% | -8.6% |
| 30D | -25.7% | -1.5% | -24.2% | -23.9% |
| 3M | -54.4% | -4.1% | -50.3% | -51.4% |
| 6M | -59.0% | +0.6% | -59.6% | -59.0% |
| YTD | -26.3% | +11.0% | -37.4% | -35.1% |
| 1Y | -32.8% | +13.3% | -46.2% | -42.5% |
| 3Y | -83.0% | +73.4% | -156.4% | -91.9% |
| 5Y | -94.4% | +57.4% | -151.9% | -96.8% |
| All | -57.1% | +221.8% | -278.8% | -86.5% |
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