+30.8%
RIO vs RVMD
+244.4%
-213.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +3.5% |
| 7D | -1.6% | +5.8% | -7.4% | -1.8% |
| 30D | -11.6% | -3.8% | -7.8% | -11.5% |
| 3M | -12.7% | +3.2% | -15.9% | -12.9% |
| 6M | -12.4% | +35.0% | -47.4% | -13.2% |
| YTD | +11.0% | +150.7% | -139.7% | +10.0% |
| 1Y | +30.8% | +241.0% | -210.1% | +24.2% |
| All | +30.8% | +244.4% | -213.5% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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