+216.8%
RRX vs VT
+217.6%
-0.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.2% |
| 7D | 0.0% | -0.1% | +0.2% | +0.4% |
| 30D | +9.0% | -3.1% | +12.1% | +14.4% |
| 3M | +4.0% | -3.5% | +7.5% | +9.9% |
| 6M | -15.7% | +0.5% | -16.2% | -14.9% |
| YTD | +29.0% | +10.8% | +18.2% | +15.3% |
| 1Y | +35.2% | +11.9% | +23.3% | +19.4% |
| 3Y | +67.7% | +73.0% | -5.3% | -12.8% |
| 5Y | +14.9% | +58.6% | -43.7% | -32.8% |
| 10Y | +216.8% | +219.2% | -2.3% | -18.1% |
| All | +216.8% | +217.6% | -0.8% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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