+1,058.9%
VST vs RRX
+249.5%
+809.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.9% |
| 7D | -6.0% | 0.0% | -6.0% | -5.7% |
| 30D | -18.8% | +9.0% | -27.8% | -21.2% |
| 3M | -8.0% | +4.0% | -12.0% | -9.2% |
| 6M | -10.9% | -15.7% | +4.8% | -5.9% |
| YTD | -18.3% | +29.0% | -47.3% | -28.3% |
| 1Y | -29.9% | +35.2% | -65.2% | -39.9% |
| 3Y | +290.3% | +67.7% | +222.6% | +202.6% |
| 5Y | +635.3% | +14.9% | +620.4% | +526.8% |
| 10Y | +1,162.4% | +216.8% | +945.5% | +586.5% |
| All | +1,058.9% | +249.5% | +809.5% | +514.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling