+118.1%
VSH vs RRX
+15.2%
+102.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.7% | +2.4% | +3.4% |
| 7D | +4.8% | -0.3% | +5.1% | +5.0% |
| 30D | -0.7% | -6.1% | +5.4% | +4.2% |
| 3M | -43.1% | -23.1% | -20.0% | -30.0% |
| 6M | +91.8% | -19.5% | +111.3% | +126.5% |
| YTD | +131.6% | +16.1% | +115.6% | +111.1% |
| 1Y | +118.1% | +12.9% | +105.2% | +100.2% |
| All | +118.1% | +15.2% | +102.9% | +100.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling