+117.7%
RIOT vs VSH
+35.1%
+82.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.3% |
| 7D | +18.4% | +3.5% | +14.9% | +15.7% |
| 30D | +13.8% | -4.4% | +18.1% | +16.9% |
| 3M | -12.7% | -45.8% | +33.1% | +24.7% |
| 6M | +50.1% | +90.1% | -40.0% | -14.0% |
| YTD | +74.2% | +120.3% | -46.1% | -10.6% |
| 1Y | +45.1% | +112.2% | -67.1% | -23.5% |
| All | +117.7% | +35.1% | +82.5% | +100.3% |
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