-44.6%
RIOX price history and return analytics
+40.1%
-84.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +6.8% |
| 7D | +52.7% | +1.0% | +51.6% | +45.3% |
| 30D | +7.6% | -0.2% | +7.9% | +10.9% |
| 3M | -45.1% | +4.5% | -49.7% | -54.7% |
| 6M | +41.2% | +14.1% | +27.2% | -17.2% |
| YTD | +39.8% | +14.8% | +25.1% | -11.0% |
| 1Y | -15.3% | +21.2% | -36.5% | -55.2% |
| All | -44.6% | +40.1% | -84.7% | -75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling