+344.8%
IVV vs RIOT
+958.3%
-613.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.6% |
| 7D | +0.1% | +14.8% | -14.7% | -0.7% |
| 30D | +0.1% | +1.4% | -1.3% | -0.2% |
| 3M | +2.0% | -20.6% | +22.6% | +2.7% |
| 6M | +13.0% | +31.9% | -18.8% | +10.2% |
| YTD | +13.6% | +72.1% | -58.5% | +8.7% |
| 1Y | +20.1% | +65.7% | -45.6% | +14.5% |
| 3Y | +77.6% | +97.5% | -19.9% | +61.9% |
| 5Y | +82.5% | -36.7% | +119.2% | +66.3% |
| 10Y | +316.5% | +550.1% | -233.6% | +210.0% |
| All | +344.8% | +958.3% | -613.4% | +233.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling