+19.9%
VGT vs RIO
+29.3%
-9.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -1.1% |
| 7D | -6.5% | -1.6% | -4.9% | -5.9% |
| 30D | -10.6% | -11.6% | +1.0% | -6.3% |
| 3M | -3.7% | -12.7% | +9.0% | +1.0% |
| 6M | +10.4% | -12.4% | +22.7% | +15.6% |
| YTD | +23.1% | +11.0% | +12.1% | +19.5% |
| 1Y | +19.9% | +30.8% | -11.0% | +5.0% |
| All | +19.9% | +29.3% | -9.5% | +5.0% |
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