+7.9%
RRX vs VTEB
+8.6%
-0.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.2% |
| 7D | -0.3% | -0.9% | +0.6% | +0.8% |
| 30D | -6.1% | -2.5% | -3.6% | -3.2% |
| 3M | -23.1% | -3.0% | -20.1% | -20.2% |
| 6M | -19.5% | -2.1% | -17.4% | -17.2% |
| YTD | +16.1% | -1.5% | +17.6% | +19.0% |
| 1Y | +12.9% | +0.2% | +12.8% | +14.5% |
| 3Y | +7.9% | +8.6% | -0.6% | +7.5% |
| All | +7.9% | +8.6% | -0.6% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling