+562.5%
RIO vs VEU
+190.9%
+371.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.1% |
| 7D | +1.9% | +1.7% | +0.3% | -0.5% |
| 30D | +5.0% | +1.0% | +4.0% | +3.5% |
| 3M | +5.1% | +5.6% | -0.5% | -2.9% |
| 6M | +17.6% | +13.7% | +4.0% | -2.1% |
| YTD | +36.3% | +17.7% | +18.6% | +8.1% |
| 1Y | +71.2% | +25.8% | +45.4% | +23.4% |
| 3Y | +102.7% | +77.1% | +25.6% | -11.6% |
| 5Y | +99.6% | +57.1% | +42.4% | +3.2% |
| 10Y | +603.1% | +149.8% | +453.3% | +81.1% |
| All | +562.5% | +190.9% | +371.5% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VEU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling