+51.8%
RIOT vs VCIT
+19.7%
+32.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.1% | +13.3% | +13.5% |
| 7D | +30.4% | +0.1% | +30.3% | +30.3% |
| 30D | -9.9% | +1.9% | -11.8% | -13.7% |
| 3M | -21.2% | -1.4% | -19.8% | -18.5% |
| 6M | -29.5% | -2.1% | -27.4% | -25.7% |
| YTD | +31.9% | -1.6% | +33.5% | +38.5% |
| 1Y | -3.6% | -0.9% | -2.7% | +0.3% |
| 3Y | +51.8% | +20.0% | +31.8% | +32.7% |
| All | +51.8% | +19.7% | +32.1% | +32.7% |
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 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