+2,926.4%
V vs RRX
+480.8%
+2,445.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +3.4% | -5.2% | -2.8% |
| 30D | +2.0% | -11.1% | +13.1% | +5.9% |
| 3M | +17.4% | -23.7% | +41.1% | +25.7% |
| 6M | +17.5% | -22.0% | +39.5% | +22.2% |
| YTD | +7.6% | +16.5% | -8.9% | -4.5% |
| 1Y | +7.7% | +11.5% | -3.8% | -3.8% |
| 3Y | +54.7% | +1.5% | +53.1% | +33.3% |
| 5Y | +73.0% | +18.3% | +54.8% | +34.4% |
| 10Y | +390.9% | +209.8% | +181.1% | +133.0% |
| All | +2,926.4% | +480.8% | +2,445.6% | +913.5% |
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