+1,216.9%
VST vs RRX
+215.5%
+1,001.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +8.9% | +3.4% | +5.5% | +7.5% |
| 30D | +6.2% | -11.1% | +17.3% | +11.0% |
| 3M | -2.7% | -23.7% | +21.0% | +6.4% |
| 6M | -8.4% | -22.0% | +13.6% | -1.8% |
| YTD | -7.2% | +16.5% | -23.7% | -15.5% |
| 1Y | -20.9% | +11.5% | -32.4% | -27.3% |
| 3Y | +384.0% | +1.5% | +382.5% | +344.3% |
| 5Y | +757.1% | +18.3% | +738.8% | +616.5% |
| All | +1,216.9% | +215.5% | +1,001.3% | +623.9% |
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