-70.6%
RIOX price history and return analytics
+35.2%
-105.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +4.9% | +7.4% |
| 7D | +61.0% | -0.1% | +61.2% | +62.2% |
| 30D | -0.9% | -3.1% | +2.2% | +27.5% |
| 3M | -36.2% | -3.5% | -32.7% | -12.9% |
| 6M | -68.9% | +0.5% | -69.3% | -63.2% |
| YTD | -25.8% | +10.8% | -36.5% | -36.5% |
| 1Y | -66.6% | +11.9% | -78.5% | -72.0% |
| All | -70.6% | +35.2% | -105.8% | -82.5% |
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 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