+9.4%
VG vs RRX
+13.4%
-4.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.2% |
| 7D | -2.5% | +4.3% | -6.8% | -2.0% |
| 30D | +11.1% | -8.0% | +19.1% | +9.9% |
| 3M | +14.9% | -22.0% | +36.9% | +12.5% |
| 6M | +18.4% | -11.9% | +30.3% | +15.4% |
| YTD | +116.6% | +17.1% | +99.5% | +76.8% |
| 1Y | +9.4% | +14.9% | -5.5% | -5.5% |
| All | +9.4% | +13.4% | -4.0% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling