+485.8%
RIOT vs VYM
+209.2%
+276.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +1.2% |
| 7D | -1.5% | -0.8% | -0.7% | 0.0% |
| 30D | +5.7% | -2.2% | +7.9% | +10.2% |
| 3M | -17.9% | +3.1% | -20.9% | -22.5% |
| 6M | +45.0% | +9.7% | +35.3% | +23.6% |
| YTD | +69.5% | +14.9% | +54.6% | +34.1% |
| 1Y | +37.2% | +17.6% | +19.6% | +5.2% |
| 3Y | +111.7% | +65.3% | +46.4% | -1.7% |
| 5Y | -27.5% | +78.7% | -106.2% | -67.0% |
| All | +485.8% | +209.2% | +276.6% | +27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling