+776.1%
IVV vs RRX
+1,256.2%
-480.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +0.1% | +3.4% | -3.3% | -1.0% |
| 30D | +0.1% | -11.1% | +11.2% | +4.0% |
| 3M | +2.0% | -23.7% | +25.7% | +10.0% |
| 6M | +13.0% | -22.0% | +35.0% | +19.1% |
| YTD | +13.6% | +16.5% | -2.9% | +2.9% |
| 1Y | +20.1% | +11.5% | +8.6% | +9.6% |
| 3Y | +77.6% | +1.5% | +76.1% | +57.9% |
| 5Y | +82.5% | +18.3% | +64.2% | +48.7% |
| 10Y | +316.5% | +209.8% | +106.7% | +122.6% |
| All | +776.1% | +1,256.2% | -480.1% | +145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling