+75.4%
IVV vs RIOT
+43.7%
+31.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.2% | -12.9% | -0.7% |
| 7D | -2.7% | +30.4% | -33.1% | -5.0% |
| 30D | -5.4% | -9.9% | +4.5% | -5.0% |
| 3M | -4.1% | -21.2% | +17.2% | -3.0% |
| 6M | +0.7% | -29.5% | +30.2% | +2.1% |
| YTD | +8.7% | +31.9% | -23.1% | +3.3% |
| 1Y | +11.0% | -3.6% | +14.6% | +7.9% |
| 3Y | +75.4% | +51.8% | +23.7% | +57.0% |
| All | +75.4% | +43.7% | +31.7% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling