-45.4%
RIOX vs VOO
+32.1%
-77.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | +1.2% |
| 7D | +37.4% | -0.4% | +37.7% | +41.3% |
| 30D | +18.5% | -1.4% | +19.8% | +28.4% |
| 3M | -44.3% | +3.7% | -48.0% | -53.0% |
| 6M | +29.3% | +13.0% | +16.3% | -21.6% |
| YTD | +37.8% | +12.4% | +25.3% | -6.6% |
| 1Y | -33.9% | +18.6% | -52.5% | -61.7% |
| All | -45.4% | +32.1% | -77.5% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling