+217.3%
RRX vs VOO
+325.3%
-108.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.6% |
| 7D | -0.3% | -0.8% | +0.4% | +0.7% |
| 30D | -6.1% | -1.1% | -5.1% | -4.8% |
| 3M | -23.1% | +3.9% | -26.9% | -26.3% |
| 6M | -19.5% | +13.6% | -33.2% | -30.5% |
| YTD | +16.1% | +12.7% | +3.4% | +1.5% |
| 1Y | +12.9% | +17.6% | -4.7% | -5.9% |
| 3Y | +7.9% | +77.3% | -69.4% | -43.7% |
| 5Y | +19.1% | +84.1% | -65.0% | -40.2% |
| All | +217.3% | +325.3% | -108.0% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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