+11.9%
VT vs RIO
+23.2%
-11.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | 0.0% |
| 7D | +2.9% | +0.1% | +2.7% | +2.8% |
| 30D | -2.5% | -10.5% | +8.0% | +0.7% |
| 3M | -3.3% | -15.9% | +12.6% | +1.5% |
| 6M | +1.5% | -22.3% | +23.8% | +8.9% |
| YTD | +11.4% | +9.3% | +2.0% | +8.6% |
| 1Y | +11.9% | +23.0% | -11.1% | +4.2% |
| All | +11.9% | +23.2% | -11.3% | +4.2% |
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