+905.2%
VRT vs RIOT
-36.2%
+941.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.1% | +1.2% | +3.5% |
| 7D | +9.1% | +14.8% | -5.7% | +4.9% |
| 30D | +0.9% | +1.4% | -0.5% | 0.0% |
| 3M | -13.4% | -20.6% | +7.3% | -9.1% |
| 6M | +11.7% | +31.9% | -20.2% | +1.5% |
| YTD | +73.2% | +72.1% | +1.2% | +45.0% |
| 1Y | +123.4% | +65.7% | +57.8% | +85.7% |
| 3Y | +606.2% | +97.5% | +508.7% | +390.1% |
| All | +905.2% | -36.2% | +941.5% | +551.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling