+78.1%
IVV vs RIOT
+73.1%
+5.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | +2.6% | +4.8% | -2.3% | +2.2% |
| 30D | -2.0% | +16.0% | -18.0% | -3.5% |
| 3M | -2.8% | -8.8% | +6.0% | -2.8% |
| 6M | +2.2% | -29.7% | +31.9% | +3.6% |
| YTD | +11.5% | +38.3% | -26.8% | +5.5% |
| 1Y | +13.5% | +26.2% | -12.7% | +7.9% |
| 3Y | +78.1% | +79.0% | -0.9% | +59.3% |
| All | +78.1% | +73.1% | +5.0% | +59.3% |
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