+313.7%
IVV vs RIOT
+576.5%
-262.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | +0.5% | +25.1% | -24.6% | -0.8% |
| 30D | -1.0% | +8.5% | -9.4% | -1.6% |
| 3M | +3.9% | -13.4% | +17.2% | +4.1% |
| 6M | +14.5% | +57.1% | -42.6% | +10.5% |
| YTD | +12.9% | +75.7% | -62.8% | +7.8% |
| 1Y | +19.4% | +65.6% | -46.3% | +13.7% |
| 3Y | +78.8% | +103.3% | -24.5% | +62.4% |
| 5Y | +82.2% | -26.7% | +108.9% | +64.8% |
| 10Y | +313.7% | +527.2% | -213.5% | +205.4% |
| All | +313.7% | +576.5% | -262.8% | +205.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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