+363.3%
RIO vs RVTY
+219.6%
+143.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | -9.9% | +1.7% | -11.6% | -10.7% |
| 3M | -14.0% | +36.8% | -50.8% | -22.8% |
| 6M | -19.5% | +60.1% | -79.6% | -31.8% |
| YTD | +11.5% | +64.0% | -52.4% | -7.2% |
| 1Y | +26.9% | +68.2% | -41.3% | +4.5% |
| 3Y | +55.1% | +88.8% | -33.6% | +18.4% |
| 5Y | +90.7% | -10.5% | +101.2% | +85.3% |
| 10Y | +363.3% | +219.7% | +143.7% | +137.8% |
| All | +363.3% | +219.6% | +143.8% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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