+805.4%
RIOT vs VUG
+442.2%
+363.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +4.1% |
| 7D | +14.8% | -0.1% | +14.9% | +15.4% |
| 30D | +1.4% | -0.3% | +1.7% | +2.1% |
| 3M | -20.6% | -0.7% | -20.0% | -18.8% |
| 6M | +31.9% | +14.6% | +17.3% | +4.7% |
| YTD | +72.1% | +9.0% | +63.0% | +52.4% |
| 1Y | +65.7% | +14.9% | +50.8% | +35.6% |
| 3Y | +97.5% | +86.0% | +11.4% | -29.3% |
| 5Y | -36.7% | +76.7% | -113.4% | -69.9% |
| 10Y | +550.1% | +411.3% | +138.9% | +16.5% |
| All | +805.4% | +442.2% | +363.2% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling