+527.2%
RIOT vs VCIT
+29.0%
+498.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.3% |
| 7D | +25.1% | +0.1% | +25.0% | +24.9% |
| 30D | +8.5% | -0.8% | +9.2% | +10.4% |
| 3M | -13.4% | -0.5% | -12.8% | -12.0% |
| 6M | +57.1% | -1.4% | +58.5% | +64.1% |
| YTD | +75.7% | -0.8% | +76.5% | +81.1% |
| 1Y | +65.6% | +0.3% | +65.3% | +66.9% |
| 3Y | +103.3% | +19.2% | +84.1% | +43.1% |
| 5Y | -26.7% | +3.6% | -30.3% | -35.8% |
| 10Y | +527.2% | +29.3% | +497.9% | +516.7% |
| All | +527.2% | +29.0% | +498.2% | +516.7% |
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