+313.4%
IVV vs RRX
+222.4%
+91.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.8% |
| 7D | -0.9% | +5.4% | -6.3% | -2.5% |
| 30D | -2.3% | +12.0% | -14.3% | -6.1% |
| 3M | -1.2% | +6.1% | -7.3% | -3.6% |
| 6M | +3.3% | -13.2% | +16.5% | +5.4% |
| YTD | +12.3% | +31.0% | -18.6% | -1.9% |
| 1Y | +12.5% | +38.8% | -26.2% | -3.9% |
| 3Y | +79.2% | +70.3% | +8.9% | +33.4% |
| 5Y | +75.6% | +15.5% | +60.1% | +46.1% |
| 10Y | +313.4% | +213.7% | +99.7% | +114.4% |
| All | +313.4% | +222.4% | +91.0% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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