+74.0%
RRX vs VT
+74.1%
-0.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +1.9% |
| 7D | +12.3% | +0.4% | +12.0% | +11.6% |
| 30D | +9.5% | -2.6% | +12.1% | +15.7% |
| 3M | +1.8% | -3.2% | +5.0% | +9.0% |
| 6M | -15.3% | +0.9% | -16.3% | -15.6% |
| YTD | +29.6% | +11.3% | +18.3% | +8.8% |
| 1Y | +34.1% | +14.0% | +20.1% | +7.8% |
| 3Y | +74.0% | +75.8% | -1.8% | -38.3% |
| All | +74.0% | +74.1% | -0.1% | -38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling