+95.9%
RIO vs VEU
+74.2%
+21.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.8% |
| 7D | +1.0% | +0.3% | +0.7% | +0.6% |
| 30D | +4.0% | +0.7% | +3.4% | +3.2% |
| 3M | +4.5% | +4.7% | -0.2% | -0.8% |
| 6M | +17.3% | +11.6% | +5.7% | +3.9% |
| YTD | +36.2% | +16.8% | +19.4% | +15.0% |
| 1Y | +76.1% | +24.9% | +51.3% | +38.3% |
| All | +95.9% | +74.2% | +21.7% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling