-46.6%
RIOX vs VT
+40.8%
-87.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.6% | +6.7% |
| 7D | +28.5% | +0.4% | +28.0% | +27.4% |
| 30D | -7.2% | +1.0% | -8.1% | -11.5% |
| 3M | -54.9% | +2.4% | -57.2% | -56.7% |
| 6M | -1.9% | +12.0% | -13.9% | -35.1% |
| YTD | +34.8% | +15.3% | +19.4% | -16.6% |
| 1Y | -15.2% | +22.6% | -37.8% | -57.7% |
| All | -46.6% | +40.8% | -87.4% | -77.1% |
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