+584.5%
RIO vs VEU
+155.0%
+429.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -0.7% |
| 7D | -3.2% | -1.4% | -1.8% | -1.5% |
| 30D | +0.9% | -0.4% | +1.3% | +1.5% |
| 3M | -1.4% | +2.5% | -4.0% | -4.3% |
| 6M | +10.9% | +11.1% | -0.2% | -1.9% |
| YTD | +31.2% | +16.5% | +14.7% | +9.9% |
| 1Y | +67.9% | +22.9% | +45.0% | +32.0% |
| 3Y | +88.8% | +73.4% | +15.4% | -1.9% |
| 5Y | +93.1% | +56.1% | +37.0% | +14.3% |
| All | +584.5% | +155.0% | +429.5% | +126.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling