+824.5%
RIOT vs VSH
+212.9%
+611.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.8% |
| 7D | +25.1% | +6.2% | +18.9% | +19.9% |
| 30D | +8.5% | -11.1% | +19.6% | +17.7% |
| 3M | -13.4% | -44.9% | +31.6% | +26.9% |
| 6M | +57.1% | +90.0% | -32.8% | -11.6% |
| YTD | +75.7% | +118.8% | -43.1% | -11.7% |
| 1Y | +65.6% | +109.0% | -43.4% | -14.1% |
| 3Y | +103.3% | +35.6% | +67.6% | +40.1% |
| 5Y | -26.7% | +66.7% | -93.4% | -54.7% |
| 10Y | +527.2% | +167.9% | +359.2% | +273.4% |
| All | +824.5% | +212.9% | +611.6% | +500.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling