-20.3%
RIOT vs VSH
+62.1%
-82.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -5.1% | +14.7% | +12.7% |
| 7D | +6.4% | -13.6% | +20.0% | +16.3% |
| 30D | -20.4% | -30.4% | +9.9% | -1.4% |
| 3M | -28.7% | -33.3% | +4.6% | -11.2% |
| 6M | -17.7% | -15.1% | -2.7% | -21.2% |
| YTD | +21.3% | +80.2% | -58.9% | -38.3% |
| 1Y | -20.3% | +63.4% | -83.6% | -55.9% |
| All | -20.3% | +62.1% | -82.3% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling