+26.8%
RRX vs VLTO
+54.8%
-28.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | +7.5% | +5.4% | +2.1% | +5.3% |
| 30D | +3.0% | +22.3% | -19.3% | -5.6% |
| 3M | -5.3% | +19.6% | -25.0% | -12.5% |
| 6M | -26.6% | +35.2% | -61.8% | -37.2% |
| YTD | +21.2% | +17.9% | +3.3% | +12.4% |
| 1Y | +25.9% | +19.5% | +6.4% | +15.4% |
| 3Y | +71.7% | +73.9% | -2.2% | +42.3% |
| All | +26.8% | +54.8% | -28.1% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling