+411.9%
RRX vs VT
+346.0%
+65.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.2% |
| 7D | +7.5% | -2.3% | +9.8% | +10.5% |
| 30D | +3.0% | -5.0% | +7.9% | +9.5% |
| 3M | -5.3% | -4.9% | -0.5% | +0.7% |
| 6M | -26.6% | -1.5% | -25.1% | -24.2% |
| YTD | +21.2% | +8.5% | +12.7% | +13.3% |
| 1Y | +25.9% | +11.4% | +14.6% | +14.4% |
| 3Y | +71.7% | +70.1% | +1.6% | +1.7% |
| 5Y | +7.8% | +53.7% | -46.0% | -28.1% |
| 10Y | +242.9% | +220.0% | +22.9% | +11.6% |
| All | +411.9% | +346.0% | +65.9% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling