+61.8%
VNQ vs RRX
+228.4%
-166.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.3% |
| 7D | -1.3% | -0.3% | -0.9% | -1.2% |
| 30D | -2.6% | -6.1% | +3.6% | -1.0% |
| 3M | -2.0% | -23.1% | +21.0% | +3.5% |
| 6M | +4.3% | -19.5% | +23.9% | +7.3% |
| YTD | +9.2% | +16.1% | -6.8% | -0.3% |
| 1Y | +5.6% | +12.9% | -7.3% | -3.6% |
| 3Y | +30.8% | +7.9% | +22.9% | +14.8% |
| 5Y | +8.0% | +19.1% | -11.1% | -11.8% |
| All | +61.8% | +228.4% | -166.6% | -12.6% |
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