+397.9%
RRX vs VIG
+655.8%
-257.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +4.3% | +3.5% | +0.9% | -0.4% |
| 30D | +12.3% | +4.9% | +7.4% | +5.1% |
| 3M | +3.7% | +2.5% | +1.1% | +0.2% |
| 6M | -13.9% | +11.0% | -24.9% | -25.1% |
| YTD | +26.5% | +16.0% | +10.5% | +4.9% |
| 1Y | +29.3% | +17.5% | +11.8% | +5.5% |
| 3Y | +65.6% | +67.0% | -1.4% | -12.6% |
| 5Y | +10.6% | +64.8% | -54.1% | -39.9% |
| 10Y | +202.9% | +263.6% | -60.7% | -41.4% |
| All | +397.9% | +655.8% | -257.9% | -63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling