-34.9%
VST vs RRX
+30.0%
-64.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.6% | -10.2% | -12.5% |
| 7D | -15.7% | +7.6% | -23.3% | -17.8% |
| 30D | -17.0% | +7.5% | -24.5% | -18.8% |
| 3M | -15.9% | -21.0% | +5.1% | -10.5% |
| 6M | -25.0% | -18.1% | -6.9% | -22.0% |
| YTD | -25.1% | +24.3% | -49.4% | -29.1% |
| 1Y | -34.9% | +29.3% | -64.2% | -38.7% |
| All | -34.9% | +30.0% | -64.9% | -38.7% |
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 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