+485.8%
RIOT vs VUG
+424.7%
+61.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.6% |
| 7D | -1.5% | -0.5% | -1.0% | -0.5% |
| 30D | +5.7% | -1.0% | +6.6% | +7.9% |
| 3M | -17.9% | +3.5% | -21.4% | -23.1% |
| 6M | +45.0% | +14.2% | +30.8% | +15.3% |
| YTD | +69.5% | +8.5% | +61.0% | +51.3% |
| 1Y | +37.2% | +12.9% | +24.3% | +15.8% |
| 3Y | +111.7% | +85.6% | +26.1% | -25.0% |
| 5Y | -27.5% | +78.1% | -105.6% | -66.4% |
| All | +485.8% | +424.7% | +61.0% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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