+238.6%
SCHD vs RIOT
+527.0%
-288.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.3% |
| 7D | -2.0% | -1.5% | -0.4% | -1.9% |
| 30D | -0.4% | +5.7% | -6.1% | -0.7% |
| 3M | +5.7% | -17.9% | +23.6% | +6.0% |
| 6M | +11.9% | +45.0% | -33.1% | +9.5% |
| YTD | +26.4% | +69.5% | -43.0% | +22.6% |
| 1Y | +27.6% | +37.2% | -9.6% | +24.2% |
| 3Y | +54.9% | +111.7% | -56.8% | +44.3% |
| 5Y | +60.9% | -27.5% | +88.4% | +49.6% |
| All | +238.6% | +527.0% | -288.3% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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