-26.7%
RIOT vs VCIT
+3.7%
-30.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.4% |
| 7D | +25.1% | +0.1% | +25.0% | +24.9% |
| 30D | +8.5% | -0.8% | +9.2% | +11.0% |
| 3M | -13.4% | -0.5% | -12.8% | -11.7% |
| 6M | +57.1% | -1.4% | +58.5% | +65.9% |
| YTD | +75.7% | -0.8% | +76.5% | +82.5% |
| 1Y | +65.6% | +0.3% | +65.3% | +67.1% |
| 3Y | +103.3% | +19.2% | +84.1% | +25.3% |
| 5Y | -26.7% | +3.6% | -30.3% | -47.0% |
| All | -26.7% | +3.7% | -30.4% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling