+111.7%
RIOT vs VTR
+132.9%
-21.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +5.7% | +1.1% | +4.6% | +5.4% |
| 3M | -17.9% | +7.9% | -25.8% | -21.7% |
| 6M | +45.0% | +6.2% | +38.8% | +38.5% |
| YTD | +69.5% | +17.7% | +51.7% | +53.8% |
| 1Y | +37.2% | +32.9% | +4.3% | +16.2% |
| 3Y | +111.7% | +129.7% | -17.9% | +18.1% |
| All | +111.7% | +132.9% | -21.1% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling