+219.8%
VT vs RRX
+238.3%
-18.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.9% | -4.3% | +0.6% |
| 7D | +0.4% | +12.3% | -12.0% | -3.4% |
| 30D | -2.6% | +9.5% | -12.1% | -5.7% |
| 3M | -3.2% | +1.8% | -5.0% | -4.5% |
| 6M | +0.9% | -15.3% | +16.3% | +3.8% |
| YTD | +11.3% | +29.6% | -18.3% | -1.8% |
| 1Y | +14.0% | +34.1% | -20.1% | -0.9% |
| 3Y | +75.8% | +74.0% | +1.8% | +31.5% |
| 5Y | +57.8% | +14.7% | +43.1% | +32.7% |
| 10Y | +219.8% | +229.4% | -9.6% | +74.4% |
| All | +219.8% | +238.3% | -18.5% | +74.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling