+42.5%
VG vs RIO
+26.8%
+15.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +0.9% |
| 7D | -7.7% | +3.6% | -11.3% | -6.3% |
| 30D | -8.8% | -10.8% | +2.0% | -12.2% |
| 3M | -15.6% | -15.2% | -0.4% | -20.3% |
| 6M | +5.2% | -18.0% | +23.2% | -1.1% |
| YTD | +76.9% | +11.0% | +65.9% | +58.4% |
| 1Y | +42.5% | +26.4% | +16.1% | +6.1% |
| All | +42.5% | +26.8% | +15.7% | +6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling