+7.3%
RRX vs VT
+53.4%
-46.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.1% |
| 7D | +7.5% | -2.3% | +9.8% | +11.6% |
| 30D | +3.0% | -5.0% | +7.9% | +11.9% |
| 3M | -5.3% | -4.9% | -0.5% | +2.8% |
| 6M | -26.6% | -1.5% | -25.1% | -23.5% |
| YTD | +21.2% | +8.5% | +12.7% | +10.3% |
| 1Y | +25.9% | +11.4% | +14.6% | +10.3% |
| 3Y | +71.7% | +70.1% | +1.6% | -11.8% |
| All | +7.3% | +53.4% | -46.1% | -37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling