-47.0%
RITR price history and return analytics
+38.6%
-85.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -35.3% | -0.3% | -35.0% | -31.8% |
| 7D | -50.8% | +2.4% | -53.2% | -65.3% |
| 30D | -38.0% | -1.5% | -36.5% | -44.7% |
| 3M | -93.1% | -4.1% | -89.0% | -118.1% |
| 6M | +333.1% | +1.2% | +331.8% | -417.6% |
| YTD | +91.3% | +11.0% | +80.3% | -234.0% |
| 1Y | +36.6% | +13.3% | +23.3% | -194.9% |
| All | -47.0% | +38.6% | -85.6% | -135.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling