+384.0%
RRX vs VEU
+190.9%
+193.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +4.3% | +1.7% | +2.6% | +2.6% |
| 30D | -8.0% | +1.0% | -9.0% | -8.9% |
| 3M | -22.0% | +5.6% | -27.6% | -25.7% |
| 6M | -11.9% | +13.7% | -25.6% | -21.1% |
| YTD | +17.1% | +17.7% | -0.6% | +1.4% |
| 1Y | +14.9% | +25.8% | -10.9% | -6.5% |
| 3Y | +6.9% | +77.1% | -70.2% | -36.5% |
| 5Y | +19.6% | +57.1% | -37.6% | -19.6% |
| 10Y | +215.9% | +149.8% | +66.1% | +43.6% |
| All | +384.0% | +190.9% | +193.0% | +95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling