+205.6%
RYZ price history and return analytics
+223.7%
-18.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +4.0% |
| 7D | -10.5% | +0.4% | -10.8% | -10.1% |
| 30D | +13.5% | -2.6% | +16.1% | +19.0% |
| 3M | +6.8% | -3.2% | +10.1% | +13.2% |
| 6M | +10.9% | +0.9% | +10.0% | +9.7% |
| YTD | +20.0% | +11.3% | +8.7% | +2.7% |
| 1Y | +48.5% | +14.0% | +34.5% | +22.6% |
| 3Y | +17.9% | +75.8% | -58.0% | -49.9% |
| 5Y | +17.3% | +57.8% | -40.5% | -39.2% |
| 10Y | +205.6% | +219.8% | -14.2% | -52.9% |
| All | +205.6% | +223.7% | -18.1% | -52.9% |
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 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