+2,486.9%
VRT vs RRX
+122.7%
+2,364.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +1.4% |
| 7D | -8.4% | -0.3% | -8.0% | -8.0% |
| 30D | -10.9% | -6.1% | -4.7% | -7.2% |
| 3M | -13.7% | -23.1% | +9.4% | +0.2% |
| 6M | -4.1% | -19.5% | +15.4% | +7.8% |
| YTD | +58.7% | +16.1% | +42.7% | +42.6% |
| 1Y | +89.6% | +12.9% | +76.7% | +72.1% |
| 3Y | +558.1% | +7.9% | +550.2% | +484.0% |
| 5Y | +953.0% | +19.1% | +933.8% | +781.2% |
| All | +2,486.9% | +122.7% | +2,364.2% | +1,327.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling