+1,014.5%
RRX vs VO
+827.2%
+187.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | +3.4% | -0.3% | +3.7% | +3.8% |
| 30D | -11.1% | -0.3% | -10.8% | -10.7% |
| 3M | -23.7% | +2.9% | -26.7% | -25.8% |
| 6M | -22.0% | +9.3% | -31.3% | -28.5% |
| YTD | +16.5% | +14.2% | +2.3% | +1.8% |
| 1Y | +11.5% | +15.3% | -3.7% | -3.1% |
| 3Y | +1.5% | +56.2% | -54.7% | -35.2% |
| 5Y | +18.3% | +42.4% | -24.2% | -15.6% |
| 10Y | +209.8% | +194.7% | +15.1% | +2.0% |
| All | +1,014.5% | +827.2% | +187.3% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling