-80.0%
RIOX vs VT
+32.1%
-112.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.9% | +17.0% |
| 7D | +9.3% | -4.2% | +13.5% | +43.0% |
| 30D | -47.2% | -5.8% | -41.4% | -18.9% |
| 3M | -65.2% | -5.2% | -60.0% | -47.4% |
| 6M | -70.9% | +0.1% | -71.0% | -64.3% |
| YTD | -49.6% | +8.2% | -57.8% | -50.4% |
| 1Y | -81.5% | +10.1% | -91.6% | -82.7% |
| All | -80.0% | +32.1% | -112.1% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling