+361.0%
RRX vs VIG
+617.8%
-256.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.6% |
| 7D | +4.3% | -0.4% | +4.7% | +4.9% |
| 30D | -8.0% | -2.1% | -5.9% | -5.3% |
| 3M | -22.0% | +3.3% | -25.4% | -25.3% |
| 6M | -11.9% | +9.3% | -21.2% | -21.1% |
| YTD | +17.1% | +10.1% | +7.0% | +4.2% |
| 1Y | +14.9% | +14.7% | +0.2% | -2.9% |
| 3Y | +6.9% | +56.9% | -50.1% | -38.8% |
| 5Y | +19.6% | +62.9% | -43.4% | -34.0% |
| 10Y | +215.9% | +241.3% | -25.4% | -33.2% |
| All | +361.0% | +617.8% | -256.8% | -64.2% |
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