+3,341.8%
V vs RRX
+530.5%
+2,811.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +2.0% |
| 7D | +0.9% | +4.3% | -3.4% | -0.6% |
| 30D | +9.0% | +12.3% | -3.3% | +4.0% |
| 3M | +16.7% | +3.7% | +13.1% | +13.9% |
| 6M | +33.4% | -13.9% | +47.3% | +35.2% |
| YTD | +22.4% | +26.5% | -4.1% | +4.6% |
| 1Y | +27.7% | +29.3% | -1.6% | +7.8% |
| 3Y | +78.0% | +65.6% | +12.4% | +26.3% |
| 5Y | +108.5% | +10.6% | +97.9% | +67.1% |
| 10Y | +459.0% | +202.9% | +256.2% | +167.9% |
| All | +3,341.8% | +530.5% | +2,811.3% | +1,009.3% |
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