+306.5%
IVV vs RIOT
+609.8%
-303.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.2% | -12.9% | -0.4% |
| 7D | -2.7% | +30.4% | -33.1% | -4.3% |
| 30D | -5.4% | -9.9% | +4.5% | -5.1% |
| 3M | -4.1% | -21.2% | +17.2% | -3.3% |
| 6M | +0.7% | -29.5% | +30.2% | +1.7% |
| YTD | +8.7% | +31.9% | -23.1% | +5.1% |
| 1Y | +11.0% | -3.6% | +14.6% | +9.0% |
| 3Y | +75.4% | +51.8% | +23.7% | +61.7% |
| 5Y | +68.3% | -46.9% | +115.3% | +54.5% |
| All | +306.5% | +609.8% | -303.2% | +211.6% |
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