-97.9%
RITR price history and return analytics
+41.1%
-139.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +2.4% |
| 7D | -14.6% | -2.0% | -12.6% | -12.1% |
| 30D | -39.3% | -1.4% | -37.9% | -37.8% |
| 3M | -84.7% | +4.7% | -89.4% | -85.7% |
| 6M | -86.5% | +11.4% | -97.8% | -87.8% |
| YTD | -92.3% | +13.1% | -105.4% | -93.1% |
| 1Y | -98.3% | +19.0% | -117.4% | -98.5% |
| All | -97.9% | +41.1% | -139.0% | -98.2% |
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 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