-25.5%
RIOT vs VFC
-79.1%
+53.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.2% |
| 7D | +18.4% | -2.3% | +20.8% | +19.7% |
| 30D | +13.8% | -13.4% | +27.1% | +21.3% |
| 3M | -12.7% | -23.7% | +11.0% | -1.4% |
| 6M | +50.1% | -24.5% | +74.6% | +70.6% |
| YTD | +74.2% | -27.8% | +102.0% | +101.5% |
| 1Y | +45.1% | -13.5% | +58.6% | +50.7% |
| 3Y | +101.6% | -27.1% | +128.7% | +93.0% |
| All | -25.5% | -79.1% | +53.6% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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