+685.8%
RIOT vs VCIT
+30.2%
+655.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.1% | +5.6% | +5.6% |
| 7D | +49.2% | +0.7% | +48.4% | +46.9% |
| 30D | +4.6% | +1.8% | +2.8% | +0.5% |
| 3M | -13.9% | -1.1% | -12.8% | -11.7% |
| 6M | -26.7% | -1.7% | -25.0% | -23.5% |
| YTD | +39.4% | -1.1% | +40.5% | +44.8% |
| 1Y | +3.8% | -0.4% | +4.2% | +6.3% |
| 3Y | +73.0% | +20.5% | +52.5% | +18.6% |
| 5Y | -55.7% | +3.8% | -59.5% | -61.1% |
| 10Y | +685.8% | +31.2% | +654.6% | +702.5% |
| All | +685.8% | +30.2% | +655.6% | +702.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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