+73.1%
VSH vs RRX
+17.8%
+55.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.7% | +2.4% | +3.9% |
| 7D | +4.8% | -0.3% | +5.1% | +5.0% |
| 30D | -0.7% | -6.1% | +5.4% | +3.4% |
| 3M | -43.1% | -23.1% | -20.0% | -32.2% |
| 6M | +91.8% | -19.5% | +111.3% | +121.4% |
| YTD | +131.6% | +16.1% | +115.6% | +114.3% |
| 1Y | +118.1% | +12.9% | +105.2% | +104.3% |
| 3Y | +40.9% | +7.9% | +33.0% | +30.4% |
| All | +73.1% | +17.8% | +55.3% | +54.6% |
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 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