-26.7%
RIOT vs VICR
+57.6%
-84.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.2% | -8.7% | -2.4% |
| 7D | -1.5% | +5.0% | -6.5% | -3.8% |
| 30D | +5.7% | -12.5% | +18.1% | +11.0% |
| 3M | -17.9% | -33.6% | +15.7% | -4.6% |
| 6M | +45.0% | +10.7% | +34.3% | +29.9% |
| YTD | +69.5% | +80.6% | -11.1% | +21.3% |
| 1Y | +37.2% | +288.4% | -251.2% | -34.1% |
| 3Y | +111.7% | +213.8% | -102.1% | -0.3% |
| All | -26.7% | +57.6% | -84.4% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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