+217.3%
RRX vs VEU
+155.0%
+62.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.6% | +2.3% |
| 7D | -0.3% | -1.4% | +1.1% | +1.6% |
| 30D | -6.1% | -0.4% | -5.7% | -5.6% |
| 3M | -23.1% | +2.5% | -25.6% | -25.1% |
| 6M | -19.5% | +11.1% | -30.7% | -28.5% |
| YTD | +16.1% | +16.5% | -0.4% | -2.7% |
| 1Y | +12.9% | +22.9% | -10.0% | -11.2% |
| 3Y | +7.9% | +73.4% | -65.5% | -43.6% |
| 5Y | +19.1% | +56.1% | -37.0% | -29.0% |
| All | +217.3% | +155.0% | +62.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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