+79.0%
RIOT vs VCIT
+19.0%
+59.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.4% |
| 7D | +4.8% | -1.4% | +6.3% | +8.1% |
| 30D | +16.0% | +0.6% | +15.5% | +14.3% |
| 3M | -8.8% | -2.2% | -6.6% | -4.1% |
| 6M | -29.7% | -2.3% | -27.4% | -25.6% |
| YTD | +38.3% | -2.2% | +40.5% | +46.8% |
| 1Y | +26.2% | -1.4% | +27.6% | +32.6% |
| 3Y | +79.0% | +18.7% | +60.2% | +64.8% |
| All | +79.0% | +19.0% | +59.9% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling