+217.3%
RRX vs VIG
+250.0%
-32.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +2.7% |
| 7D | -0.3% | -1.1% | +0.7% | +1.2% |
| 30D | -6.1% | -2.7% | -3.4% | -2.3% |
| 3M | -23.1% | +2.5% | -25.6% | -25.7% |
| 6M | -19.5% | +9.2% | -28.8% | -28.1% |
| YTD | +16.1% | +9.8% | +6.2% | +3.3% |
| 1Y | +12.9% | +12.4% | +0.5% | -2.2% |
| 3Y | +7.9% | +55.9% | -48.0% | -37.7% |
| 5Y | +19.1% | +63.9% | -44.8% | -34.6% |
| All | +217.3% | +250.0% | -32.7% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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