+485.8%
RIOT vs VTR
+99.2%
+386.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +5.7% | +1.1% | +4.6% | +5.2% |
| 3M | -17.9% | +7.9% | -25.8% | -21.2% |
| 6M | +45.0% | +6.2% | +38.8% | +39.1% |
| YTD | +69.5% | +17.7% | +51.7% | +56.4% |
| 1Y | +37.2% | +32.9% | +4.3% | +20.4% |
| 3Y | +111.7% | +129.7% | -17.9% | +50.3% |
| 5Y | -27.5% | +89.3% | -116.8% | -45.0% |
| All | +485.8% | +99.2% | +386.6% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling