+770.1%
RIOT vs VTV
+248.5%
+521.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -3.8% |
| 7D | -0.9% | -2.1% | +1.2% | +3.0% |
| 30D | +3.5% | -1.3% | +4.8% | +6.1% |
| 3M | -13.0% | +5.6% | -18.6% | -21.2% |
| 6M | +43.1% | +12.4% | +30.7% | +17.7% |
| YTD | +65.4% | +17.6% | +47.7% | +26.5% |
| 1Y | +27.7% | +23.5% | +4.2% | -10.0% |
| 3Y | +91.3% | +67.0% | +24.3% | -12.5% |
| 5Y | -29.3% | +80.5% | -109.8% | -68.0% |
| 10Y | +496.3% | +230.6% | +265.6% | +35.3% |
| All | +770.1% | +248.5% | +521.6% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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