+948.7%
VTI vs RIO
+2,290.3%
-1,341.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -0.4% | +1.0% | -1.3% | -0.6% |
| 30D | -1.6% | +4.0% | -5.6% | -2.8% |
| 3M | +3.6% | +4.5% | -1.0% | +2.0% |
| 6M | +13.0% | +17.3% | -4.3% | +7.3% |
| YTD | +12.7% | +36.2% | -23.5% | +2.2% |
| 1Y | +18.4% | +76.1% | -57.8% | -0.4% |
| 3Y | +76.4% | +102.5% | -26.1% | +41.0% |
| 5Y | +73.7% | +103.5% | -29.8% | +35.4% |
| 10Y | +302.5% | +619.2% | -316.7% | +112.6% |
| All | +948.7% | +2,290.3% | -1,341.6% | +164.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling