+69.4%
RRX vs VO
+66.5%
+2.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.6% |
| 7D | +12.6% | +2.9% | +9.7% | +6.4% |
| 30D | +10.6% | +1.0% | +9.6% | +8.7% |
| 3M | +4.6% | -1.7% | +6.4% | +8.8% |
| 6M | -13.6% | +6.7% | -20.3% | -23.0% |
| YTD | +29.4% | +14.0% | +15.4% | +3.1% |
| 1Y | +31.9% | +13.7% | +18.2% | +5.7% |
| All | +69.4% | +66.5% | +2.9% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling