+76.1%
RIO vs VO
+13.6%
+62.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.8% |
| 7D | +1.0% | -0.6% | +1.6% | +1.6% |
| 30D | +4.0% | -1.9% | +6.0% | +6.2% |
| 3M | +4.5% | +3.3% | +1.3% | +0.3% |
| 6M | +17.3% | +9.7% | +7.6% | +5.5% |
| YTD | +36.2% | +12.6% | +23.6% | +20.3% |
| 1Y | +76.1% | +13.6% | +62.5% | +55.8% |
| All | +76.1% | +13.6% | +62.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling