-44.6%
VG vs RRX
+7.2%
-51.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.5% |
| 7D | +14.0% | +4.3% | +9.6% | +13.0% |
| 30D | -1.0% | +12.3% | -13.3% | -3.3% |
| 3M | -2.7% | +3.7% | -6.3% | -3.6% |
| 6M | +1.5% | -13.9% | +15.4% | +2.0% |
| YTD | +93.7% | +26.5% | +67.3% | +45.1% |
| 1Y | +68.5% | +29.3% | +39.2% | +22.7% |
| All | -44.6% | +7.2% | -51.7% | -59.2% |
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 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