+1,083.1%
VST vs RRX
+251.0%
+832.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.9% | +0.4% | +4.6% |
| 7D | -0.5% | +12.3% | -12.8% | -4.7% |
| 30D | -17.1% | +9.5% | -26.6% | -19.7% |
| 3M | -4.6% | +1.8% | -6.4% | -5.0% |
| 6M | -9.1% | -15.3% | +6.3% | -4.2% |
| YTD | -16.6% | +29.6% | -46.2% | -26.9% |
| 1Y | -29.5% | +34.1% | -63.5% | -39.3% |
| 3Y | +297.5% | +74.0% | +223.5% | +204.1% |
| 5Y | +654.5% | +14.7% | +639.8% | +543.6% |
| 10Y | +1,205.2% | +229.4% | +975.9% | +602.8% |
| All | +1,083.1% | +251.0% | +832.1% | +526.3% |
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