-71.6%
RIOX vs VT
+10.5%
-82.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.7% | +0.2% | +26.5% | +25.0% |
| 7D | +61.1% | -2.3% | +63.5% | +88.9% |
| 30D | -30.2% | -5.0% | -25.2% | +8.6% |
| 3M | -54.4% | -4.9% | -49.5% | -28.3% |
| 6M | -72.4% | -1.5% | -70.9% | -63.9% |
| YTD | -36.1% | +8.5% | -44.6% | -46.3% |
| 1Y | -71.6% | +11.4% | -82.9% | -79.7% |
| All | -71.6% | +10.5% | -82.1% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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