+125.0%
RIV price history and return analytics
+246.0%
-121.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -0.8% | -2.3% | +1.5% | +0.7% |
| 30D | +0.2% | -5.0% | +5.2% | +3.4% |
| 3M | -7.3% | -4.9% | -2.5% | -4.5% |
| 6M | -6.5% | -1.5% | -5.0% | -5.8% |
| YTD | -2.1% | +8.5% | -10.6% | -7.3% |
| 1Y | +2.1% | +11.4% | -9.3% | -4.9% |
| 3Y | +49.9% | +70.1% | -20.2% | +5.4% |
| 5Y | +22.3% | +53.7% | -31.4% | -9.1% |
| 10Y | +112.8% | +220.0% | -107.1% | -3.0% |
| All | +125.0% | +246.0% | -121.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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