+103.5%
RIO price history and return analytics
+65.7%
+37.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.5% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | +4.0% | -0.7% | +4.7% | +4.7% |
| 3M | +4.5% | +4.0% | +0.5% | +0.7% |
| 6M | +17.3% | +12.3% | +5.1% | +5.5% |
| YTD | +36.2% | +14.0% | +22.2% | +21.0% |
| 1Y | +76.1% | +20.3% | +55.8% | +49.0% |
| 3Y | +102.5% | +75.4% | +27.1% | +20.1% |
| 5Y | +103.5% | +66.0% | +37.6% | +21.1% |
| All | +103.5% | +65.7% | +37.8% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling