+203.9%
RYZ price history and return analytics
+226.9%
-23.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.5% |
| 7D | -11.4% | -2.3% | -9.1% | -7.4% |
| 30D | +5.3% | -5.0% | +10.3% | +14.6% |
| 3M | +3.3% | -4.9% | +8.2% | +12.6% |
| 6M | -0.9% | -1.5% | +0.7% | +1.8% |
| YTD | +11.2% | +8.5% | +2.7% | -1.7% |
| 1Y | +37.5% | +11.4% | +26.2% | +16.5% |
| 3Y | +5.9% | +70.1% | -64.1% | -54.3% |
| 5Y | +12.0% | +53.7% | -41.7% | -41.2% |
| 10Y | +249.7% | +220.0% | +29.8% | -42.4% |
| All | +203.9% | +226.9% | -23.1% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling