+79.0%
RIOT vs VSH
+31.2%
+47.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.2% | +2.5% | +0.9% |
| 7D | +4.8% | +14.3% | -9.5% | -4.5% |
| 30D | +16.0% | -7.9% | +23.9% | +20.8% |
| 3M | -8.8% | -19.9% | +11.1% | +2.6% |
| 6M | -29.7% | -30.5% | +0.8% | -19.2% |
| YTD | +38.3% | +85.7% | -47.4% | -21.2% |
| 1Y | +26.2% | +98.9% | -72.7% | -31.6% |
| 3Y | +79.0% | +32.1% | +46.9% | +43.9% |
| All | +79.0% | +31.2% | +47.7% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling