+79.0%
RIOT vs VUG
+78.3%
+0.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | +0.3% |
| 7D | +4.8% | +2.5% | +2.3% | -0.7% |
| 30D | +16.0% | -6.3% | +22.3% | +35.4% |
| 3M | -8.8% | -6.0% | -2.8% | +6.8% |
| 6M | -29.7% | -3.5% | -26.2% | -21.7% |
| YTD | +38.3% | +3.9% | +34.4% | +35.7% |
| 1Y | +26.2% | +5.1% | +21.1% | +21.5% |
| 3Y | +79.0% | +77.9% | +1.1% | -7.1% |
| All | +79.0% | +78.3% | +0.7% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling