+2,263.5%
VGT vs RRX
+976.4%
+1,287.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | -0.2% |
| 7D | -0.2% | -0.3% | +0.2% | -0.1% |
| 30D | -0.4% | -6.1% | +5.7% | +1.9% |
| 3M | +4.4% | -23.1% | +27.5% | +14.1% |
| 6M | +32.1% | -19.5% | +51.6% | +39.8% |
| YTD | +28.8% | +16.1% | +12.7% | +16.2% |
| 1Y | +35.3% | +12.9% | +22.4% | +22.5% |
| 3Y | +124.8% | +7.9% | +116.8% | +95.2% |
| 5Y | +137.9% | +19.1% | +118.8% | +93.4% |
| 10Y | +814.2% | +225.8% | +588.4% | +356.5% |
| All | +2,263.5% | +976.4% | +1,287.1% | +540.9% |
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