+67.1%
V vs RIO
+97.3%
-30.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.8% |
| 7D | -1.1% | +1.9% | -3.0% | -1.4% |
| 30D | +1.9% | +5.0% | -3.1% | +1.0% |
| 3M | +15.5% | +5.1% | +10.4% | +14.3% |
| 6M | +16.6% | +17.6% | -1.0% | +12.3% |
| YTD | +5.7% | +36.3% | -30.6% | -1.6% |
| 1Y | +8.6% | +71.2% | -62.6% | -4.1% |
| 3Y | +52.5% | +102.7% | -50.2% | +27.3% |
| 5Y | +67.1% | +99.6% | -32.5% | +36.8% |
| All | +67.1% | +97.3% | -30.2% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 5y: compounded portfolio wealth divided by compounded RIO 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…
5y analysis · Full analysis span regression · 6 months rolling