+19.9%
VGT vs RRX
+30.0%
-10.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.9% | +1.1% |
| 7D | -6.5% | +7.6% | -14.1% | -8.3% |
| 30D | -10.6% | +7.5% | -18.1% | -12.3% |
| 3M | -3.7% | -21.0% | +17.3% | +0.8% |
| 6M | +10.4% | -18.1% | +28.5% | +13.8% |
| YTD | +23.1% | +24.3% | -1.2% | +17.5% |
| 1Y | +19.9% | +29.3% | -9.4% | +13.7% |
| All | +19.9% | +30.0% | -10.1% | +13.7% |
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