+127.6%
RYZ price history and return analytics
+221.4%
-93.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.5% |
| 7D | +3.3% | +1.0% | +2.3% | +1.7% |
| 30D | -6.8% | -0.2% | -6.5% | -6.3% |
| 3M | -5.6% | +4.5% | -10.1% | -12.3% |
| 6M | +5.4% | +14.1% | -8.7% | -13.9% |
| YTD | +4.7% | +14.8% | -10.0% | -15.2% |
| 1Y | +16.2% | +21.2% | -5.0% | -13.3% |
| 3Y | -6.0% | +76.6% | -82.6% | -60.9% |
| 5Y | +22.4% | +66.6% | -44.2% | -42.3% |
| 10Y | +127.6% | +222.3% | -94.7% | -66.6% |
| All | +127.6% | +221.4% | -93.8% | -66.6% |
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