+22.2%
VZ vs RIO
+74.7%
-52.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.0% | +1.0% | -1.9% | -0.9% |
| 30D | +5.8% | +4.0% | +1.7% | +6.1% |
| 3M | +10.5% | +4.5% | +6.0% | +11.3% |
| 6M | +1.8% | +17.3% | -15.6% | +4.5% |
| YTD | +28.3% | +36.2% | -7.9% | +32.3% |
| All | +22.2% | +74.7% | -52.5% | +29.7% |
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 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