-26.7%
RIOT vs VTRS
+47.1%
-73.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.1% |
| 7D | -1.5% | -2.2% | +0.7% | -0.4% |
| 30D | +5.7% | +3.3% | +2.3% | +3.9% |
| 3M | -17.9% | +2.0% | -19.9% | -19.7% |
| 6M | +45.0% | +19.9% | +25.0% | +29.5% |
| YTD | +69.5% | +35.7% | +33.7% | +41.0% |
| 1Y | +37.2% | +68.1% | -30.9% | +0.6% |
| 3Y | +111.7% | +87.1% | +24.7% | +40.1% |
| All | -26.7% | +47.1% | -73.8% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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