+485.8%
RIOT vs VGT
+820.0%
-334.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +0.4% |
| 7D | -1.5% | -0.2% | -1.3% | -1.2% |
| 30D | +5.7% | -0.4% | +6.1% | +6.8% |
| 3M | -17.9% | +4.4% | -22.3% | -22.8% |
| 6M | +45.0% | +32.1% | +12.9% | -6.6% |
| YTD | +69.5% | +28.8% | +40.7% | +16.3% |
| 1Y | +37.2% | +35.3% | +1.8% | -11.9% |
| 3Y | +111.7% | +124.8% | -13.0% | -37.9% |
| 5Y | -27.5% | +137.9% | -165.4% | -76.9% |
| All | +485.8% | +820.0% | -334.3% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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