+35.4%
RRX vs VLTO
+55.4%
-20.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | +12.6% | +0.8% | +11.8% | +12.3% |
| 30D | +10.6% | +18.7% | -8.1% | +2.8% |
| 3M | +4.6% | +21.7% | -17.1% | -4.0% |
| 6M | -13.6% | +35.8% | -49.5% | -26.1% |
| YTD | +29.4% | +18.3% | +11.1% | +19.8% |
| 1Y | +31.9% | +20.9% | +11.0% | +20.0% |
| 3Y | +68.3% | +68.8% | -0.6% | +39.1% |
| All | +35.4% | +55.4% | -20.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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