+558.9%
RIO vs VEU
+192.1%
+366.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | -0.3% |
| 7D | 0.0% | +1.1% | -1.2% | -1.7% |
| 30D | +4.0% | +2.2% | +1.8% | +0.8% |
| 3M | +0.1% | +3.0% | -2.9% | -4.1% |
| 6M | +12.7% | +10.9% | +1.9% | -2.7% |
| YTD | +35.6% | +18.2% | +17.4% | +6.9% |
| 1Y | +73.7% | +28.3% | +45.4% | +21.7% |
| 3Y | +93.3% | +74.6% | +18.7% | -13.9% |
| 5Y | +92.4% | +56.4% | +36.1% | +0.2% |
| 10Y | +606.9% | +153.0% | +453.9% | +78.6% |
| All | +558.9% | +192.1% | +366.8% | +77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling