+3,173.1%
VMC vs RRX
+3,925.9%
-752.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.2% | -1.8% |
| 7D | -0.5% | +4.3% | -4.8% | -2.0% |
| 30D | -9.1% | -8.0% | -1.1% | -6.5% |
| 3M | -4.1% | -22.0% | +17.9% | +2.6% |
| 6M | -5.5% | -11.9% | +6.4% | -4.4% |
| YTD | -8.9% | +17.1% | -26.0% | -17.3% |
| 1Y | -12.9% | +14.9% | -27.8% | -21.1% |
| 3Y | +22.1% | +6.9% | +15.3% | +7.7% |
| 5Y | +52.7% | +19.6% | +33.2% | +26.8% |
| 10Y | +152.7% | +215.9% | -63.2% | +45.4% |
| All | +3,173.1% | +3,925.9% | -752.8% | +1,217.1% |
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