+404.6%
VIAV vs RRX
+228.4%
+176.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +1.9% |
| 7D | +11.2% | -0.3% | +11.5% | +11.4% |
| 30D | -10.1% | -6.1% | -4.0% | -7.3% |
| 3M | -22.9% | -23.1% | +0.2% | -13.2% |
| 6M | +28.8% | -19.5% | +48.3% | +42.1% |
| YTD | +117.5% | +16.1% | +101.4% | +105.6% |
| 1Y | +216.1% | +12.9% | +203.1% | +199.5% |
| 3Y | +292.2% | +7.9% | +284.3% | +256.0% |
| 5Y | +141.0% | +19.1% | +121.9% | +100.3% |
| All | +404.6% | +228.4% | +176.2% | +143.0% |
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