+30.8%
RIO vs VSXY
+210.1%
-179.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.8% | +3.0% |
| 7D | -1.6% | +14.2% | -15.8% | -2.6% |
| 30D | -11.6% | +21.9% | -33.4% | -12.9% |
| 3M | -12.7% | +22.1% | -34.8% | -14.3% |
| 6M | -12.4% | +116.7% | -129.1% | -18.1% |
| YTD | +11.0% | +101.1% | -90.1% | +3.7% |
| 1Y | +30.8% | +208.0% | -177.2% | +18.8% |
| All | +30.8% | +210.1% | -179.3% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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