+13.3%
VXUS vs RIO
+27.0%
-13.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | -0.5% | +0.5% | -1.0% | -0.7% |
| 30D | -1.2% | -9.9% | +8.7% | +3.0% |
| 3M | -3.8% | -14.0% | +10.2% | +2.0% |
| 6M | -1.7% | -19.5% | +17.9% | +6.8% |
| YTD | +11.4% | +11.5% | -0.1% | +8.1% |
| 1Y | +13.3% | +26.9% | -13.6% | +4.4% |
| All | +13.3% | +27.0% | -13.7% | +4.4% |
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 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