-26.7%
RIOT vs VNQ
+7.0%
-33.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +1.3% |
| 7D | -1.5% | -1.3% | -0.2% | +0.6% |
| 30D | +5.7% | -2.6% | +8.2% | +10.1% |
| 3M | -17.9% | -2.0% | -15.8% | -16.8% |
| 6M | +45.0% | +4.3% | +40.6% | +32.5% |
| YTD | +69.5% | +9.2% | +60.2% | +44.1% |
| 1Y | +37.2% | +5.6% | +31.6% | +23.0% |
| 3Y | +111.7% | +30.8% | +80.9% | +30.7% |
| All | -26.7% | +7.0% | -33.8% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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