+83.7%
VOO vs RRX
+17.8%
+65.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | 0.0% |
| 7D | -0.8% | -0.3% | -0.4% | -0.7% |
| 30D | -1.1% | -6.1% | +5.1% | +0.3% |
| 3M | +3.9% | -23.1% | +26.9% | +9.3% |
| 6M | +13.6% | -19.5% | +33.2% | +17.1% |
| YTD | +12.7% | +16.1% | -3.4% | +4.7% |
| 1Y | +17.6% | +12.9% | +4.7% | +9.4% |
| 3Y | +77.3% | +7.9% | +69.4% | +61.0% |
| All | +83.7% | +17.8% | +65.9% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling