+1,040.7%
RIO vs VO
+825.5%
+215.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -0.9% |
| 7D | +0.1% | +2.9% | -2.8% | -3.5% |
| 30D | -10.5% | +1.0% | -11.5% | -11.8% |
| 3M | -15.9% | -1.7% | -14.2% | -14.2% |
| 6M | -22.3% | +6.7% | -29.0% | -28.5% |
| YTD | +9.3% | +14.0% | -4.7% | -7.4% |
| 1Y | +23.0% | +13.7% | +9.4% | +4.5% |
| 3Y | +52.1% | +65.8% | -13.8% | -22.9% |
| 5Y | +88.9% | +36.6% | +52.3% | +17.9% |
| 10Y | +354.1% | +198.9% | +155.2% | -13.3% |
| All | +1,040.7% | +825.5% | +215.2% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling