+75.0%
VT vs RRX
+70.4%
+4.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | -0.7% | +5.4% | -6.1% | -1.8% |
| 30D | -1.7% | +12.0% | -13.7% | -4.3% |
| 3M | -2.3% | +6.1% | -8.4% | -3.9% |
| 6M | +1.5% | -13.2% | +14.7% | +3.0% |
| YTD | +12.0% | +31.0% | -18.9% | +2.7% |
| 1Y | +12.9% | +38.8% | -25.9% | +1.9% |
| All | +75.0% | +70.4% | +4.6% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling