+99.6%
RIO vs VO
+43.2%
+56.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +1.9% | +0.6% | +1.3% | +1.4% |
| 30D | +5.0% | -1.1% | +6.0% | +5.7% |
| 3M | +5.1% | +4.5% | +0.6% | +1.7% |
| 6M | +17.6% | +11.1% | +6.6% | +9.1% |
| YTD | +36.3% | +13.5% | +22.8% | +24.6% |
| 1Y | +71.2% | +14.5% | +56.7% | +55.5% |
| 3Y | +102.7% | +58.1% | +44.6% | +45.3% |
| 5Y | +99.6% | +43.3% | +56.3% | +45.7% |
| All | +99.6% | +43.2% | +56.4% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling