+3,297.7%
V vs RRX
+545.3%
+2,752.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -0.4% | +12.6% | -13.0% | -4.3% |
| 30D | +6.3% | +10.6% | -4.2% | +2.0% |
| 3M | +17.2% | +4.6% | +12.5% | +14.0% |
| 6M | +29.2% | -13.6% | +42.9% | +30.9% |
| YTD | +20.8% | +29.4% | -8.6% | +2.5% |
| 1Y | +25.0% | +31.9% | -6.9% | +4.9% |
| 3Y | +75.3% | +68.3% | +7.0% | +23.9% |
| 5Y | +105.8% | +13.2% | +92.6% | +63.7% |
| 10Y | +451.9% | +209.9% | +241.9% | +162.6% |
| All | +3,297.7% | +545.3% | +2,752.5% | +987.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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