+805.4%
RIOT vs VT
+249.1%
+556.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.2% |
| 7D | +14.8% | +0.4% | +14.4% | +14.0% |
| 30D | +1.4% | +1.0% | +0.4% | -0.6% |
| 3M | -20.6% | +2.4% | -23.0% | -23.3% |
| 6M | +31.9% | +12.0% | +19.9% | +6.8% |
| YTD | +72.1% | +15.3% | +56.7% | +32.8% |
| 1Y | +65.7% | +22.6% | +43.1% | +13.4% |
| 3Y | +97.5% | +74.7% | +22.8% | -30.5% |
| 5Y | -36.7% | +66.1% | -102.8% | -70.3% |
| 10Y | +550.1% | +225.0% | +325.1% | +52.6% |
| All | +805.4% | +249.1% | +556.3% | +112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling