-35.7%
VG vs RRX
-3.3%
-32.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.5% | +6.3% | +4.3% |
| 7D | +3.8% | -0.7% | +4.5% | +3.9% |
| 30D | +7.2% | -8.0% | +15.2% | +8.9% |
| 3M | +22.8% | -25.1% | +47.8% | +28.0% |
| 6M | +33.2% | -18.3% | +51.5% | +30.3% |
| YTD | +124.8% | +14.2% | +110.7% | +72.1% |
| 1Y | +15.8% | +13.0% | +2.8% | -11.1% |
| All | -35.7% | -3.3% | -32.4% | -51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling