+63.9%
RIO vs VLTO
+56.4%
+7.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -0.9% | +1.0% | -1.9% | -1.1% |
| 30D | -9.1% | +17.5% | -26.6% | -11.1% |
| 3M | -13.7% | +21.4% | -35.1% | -16.1% |
| 6M | -24.3% | +38.1% | -62.5% | -28.2% |
| YTD | +8.9% | +19.0% | -10.1% | +6.3% |
| 1Y | +22.7% | +20.7% | +2.0% | +19.2% |
| 3Y | +51.2% | +64.3% | -13.1% | +38.3% |
| All | +63.9% | +56.4% | +7.5% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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