+345.8%
RIO price history and return analytics
+221.8%
+124.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -0.9% | +2.4% | -3.3% | -3.4% |
| 30D | -9.1% | -1.5% | -7.6% | -7.7% |
| 3M | -13.7% | -4.1% | -9.6% | -9.6% |
| 6M | -24.3% | +0.6% | -24.9% | -24.6% |
| YTD | +8.9% | +11.0% | -2.2% | -2.0% |
| 1Y | +22.7% | +13.3% | +9.3% | +8.0% |
| 3Y | +51.2% | +73.4% | -22.2% | -16.4% |
| 5Y | +88.1% | +57.4% | +30.7% | +15.2% |
| All | +345.8% | +221.8% | +124.1% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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