+278.5%
VIAV vs RIO
+87.1%
+191.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -2.2% |
| 7D | +11.2% | -3.4% | +14.6% | +13.4% |
| 30D | -2.6% | +0.6% | -3.2% | -3.0% |
| 3M | -20.1% | +2.5% | -22.7% | -21.3% |
| 6M | +25.8% | +10.8% | +15.1% | +19.9% |
| YTD | +109.9% | +30.5% | +79.4% | +87.1% |
| 1Y | +214.3% | +68.1% | +146.1% | +152.5% |
| All | +278.5% | +87.1% | +191.4% | +177.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling