-59.7%
RIOT vs VT
+58.5%
-118.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -0.6% |
| 7D | +20.8% | +2.9% | +17.9% | +10.7% |
| 30D | +7.0% | -2.5% | +9.5% | +17.0% |
| 3M | -12.3% | -3.3% | -8.9% | -0.8% |
| 6M | -27.3% | +1.5% | -28.8% | -27.9% |
| YTD | +40.7% | +11.4% | +29.4% | +11.5% |
| 1Y | +15.3% | +11.9% | +3.4% | -9.3% |
| 3Y | +72.1% | +73.9% | -1.8% | -59.0% |
| 5Y | -59.7% | +57.9% | -117.5% | -83.7% |
| All | -59.7% | +58.5% | -118.2% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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