+91.5%
RIO vs VEU
+55.0%
+36.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -0.6% |
| 7D | -3.2% | -1.4% | -1.8% | -1.6% |
| 30D | +0.9% | -0.4% | +1.3% | +1.5% |
| 3M | -1.4% | +2.5% | -4.0% | -4.2% |
| 6M | +10.9% | +11.1% | -0.2% | -1.4% |
| YTD | +31.2% | +16.5% | +14.7% | +10.8% |
| 1Y | +67.9% | +22.9% | +45.0% | +33.5% |
| 3Y | +88.8% | +73.4% | +15.4% | +1.4% |
| All | +91.5% | +55.0% | +36.6% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling