+153.1%
RIO price history and return analytics
+357.6%
-204.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | -0.5% |
| 7D | +4.4% | +0.4% | +4.1% | +3.7% |
| 30D | -8.9% | -2.6% | -6.3% | -5.5% |
| 3M | -12.7% | -3.2% | -9.4% | -8.6% |
| 6M | -16.2% | +0.9% | -17.2% | -17.3% |
| YTD | +13.4% | +11.3% | +2.1% | -2.3% |
| 1Y | +30.9% | +14.0% | +16.9% | +8.9% |
| 3Y | +60.2% | +75.8% | -15.7% | -30.3% |
| 5Y | +98.9% | +57.8% | +41.1% | -1.0% |
| 10Y | +381.4% | +219.8% | +161.6% | -23.0% |
| All | +153.1% | +357.6% | -204.6% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling