+429.2%
RIO vs VEU
+174.2%
+255.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -0.9% | +2.1% | -3.0% | -3.8% |
| 30D | -9.1% | -0.9% | -8.2% | -8.0% |
| 3M | -13.7% | -5.4% | -8.3% | -6.6% |
| 6M | -24.3% | -1.8% | -22.6% | -22.4% |
| YTD | +8.9% | +10.9% | -2.0% | -6.1% |
| 1Y | +22.7% | +13.6% | +9.1% | +2.3% |
| 3Y | +51.2% | +69.3% | -18.1% | -29.8% |
| 5Y | +88.1% | +48.1% | +40.0% | +5.7% |
| 10Y | +352.3% | +148.0% | +204.3% | +16.9% |
| All | +429.2% | +174.2% | +255.1% | +55.7% |
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 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