+11.7%
IVV vs RIOT
-0.7%
+12.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.7% | -3.3% | +1.9% |
| 7D | +0.1% | +49.2% | -49.1% | -3.3% |
| 30D | -3.3% | +4.6% | -7.9% | -4.0% |
| 3M | -2.4% | -13.9% | +11.6% | -2.0% |
| 6M | +2.6% | -26.7% | +29.3% | +3.7% |
| YTD | +11.3% | +39.4% | -28.1% | +4.5% |
| All | +11.7% | -0.7% | +12.4% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling