+206.0%
RRX vs VO
+197.9%
+8.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -0.7% |
| 7D | -3.7% | -2.5% | -1.3% | -0.5% |
| 30D | -9.3% | -3.2% | -6.1% | -5.2% |
| 3M | -21.8% | +3.9% | -25.7% | -25.2% |
| 6M | -22.0% | +9.6% | -31.7% | -29.6% |
| YTD | +11.9% | +11.6% | +0.4% | -0.8% |
| 1Y | +11.6% | +12.6% | -1.0% | -1.8% |
| 3Y | +2.2% | +55.4% | -53.2% | -36.9% |
| 5Y | +14.9% | +41.8% | -27.0% | -20.5% |
| All | +206.0% | +197.9% | +8.1% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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