+217.3%
RRX vs VTEB
+17.9%
+199.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.4% |
| 7D | -0.3% | -0.9% | +0.6% | +0.5% |
| 30D | -6.1% | -2.5% | -3.6% | -3.9% |
| 3M | -23.1% | -3.0% | -20.1% | -20.9% |
| 6M | -19.5% | -2.1% | -17.4% | -17.8% |
| YTD | +16.1% | -1.5% | +17.6% | +18.0% |
| 1Y | +12.9% | +0.2% | +12.8% | +13.3% |
| 3Y | +7.9% | +8.6% | -0.6% | +1.2% |
| 5Y | +19.1% | +1.2% | +17.9% | +17.7% |
| All | +217.3% | +17.9% | +199.5% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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