+4.1%
RRX vs VOO
+75.9%
-71.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.9% |
| 7D | -3.7% | -2.0% | -1.8% | -0.4% |
| 30D | -9.3% | -1.7% | -7.6% | -6.7% |
| 3M | -21.8% | +4.7% | -26.5% | -27.1% |
| 6M | -22.0% | +12.6% | -34.6% | -34.6% |
| YTD | +11.9% | +11.8% | +0.2% | -4.9% |
| 1Y | +11.6% | +17.5% | -5.9% | -12.0% |
| All | +4.1% | +75.9% | -71.8% | -46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling