+117.7%
RIOT vs VUG
+85.5%
+32.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.2% |
| 7D | +18.4% | +0.1% | +18.3% | +18.5% |
| 30D | +13.8% | -1.7% | +15.4% | +18.0% |
| 3M | -12.7% | +2.8% | -15.6% | -17.7% |
| 6M | +50.1% | +13.6% | +36.5% | +17.7% |
| YTD | +74.2% | +8.1% | +66.1% | +53.6% |
| 1Y | +45.1% | +13.1% | +32.0% | +19.4% |
| All | +117.7% | +85.5% | +32.1% | -20.5% |
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