+9.2%
RRX vs VT
+57.0%
-47.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.8% |
| 7D | +4.3% | +2.4% | +2.0% | +0.7% |
| 30D | +12.3% | -1.5% | +13.8% | +15.4% |
| 3M | +3.7% | -4.1% | +7.8% | +11.3% |
| 6M | -13.9% | +0.6% | -14.5% | -13.2% |
| YTD | +26.5% | +11.0% | +15.4% | +11.1% |
| 1Y | +29.3% | +13.3% | +16.0% | +10.4% |
| 3Y | +65.6% | +73.4% | -7.8% | -17.5% |
| All | +9.2% | +57.0% | -47.9% | -39.0% |
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