+317.6%
VOO vs RIO
+608.6%
-291.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.7% |
| 7D | -0.8% | -3.2% | +2.4% | +0.2% |
| 30D | -1.1% | +0.9% | -2.0% | -1.5% |
| 3M | +3.9% | -1.4% | +5.3% | +4.0% |
| 6M | +13.6% | +10.9% | +2.7% | +9.1% |
| YTD | +12.7% | +31.2% | -18.5% | +1.9% |
| 1Y | +17.6% | +67.9% | -50.3% | -2.2% |
| 3Y | +77.3% | +88.8% | -11.5% | +39.7% |
| 5Y | +84.1% | +93.1% | -9.0% | +39.6% |
| All | +317.6% | +608.6% | -291.1% | +111.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling