+65.7%
RIOT vs VYM
+21.4%
+44.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +4.5% |
| 7D | +14.8% | 0.0% | +14.8% | +15.1% |
| 30D | +1.4% | -0.5% | +1.9% | +2.7% |
| 3M | -20.6% | +3.0% | -23.7% | -28.7% |
| 6M | +31.9% | +8.2% | +23.7% | -1.5% |
| YTD | +72.1% | +15.8% | +56.2% | +5.9% |
| 1Y | +65.7% | +20.8% | +44.8% | -4.0% |
| All | +65.7% | +21.4% | +44.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling