+75.8%
VT vs RRX
+2.4%
+73.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.4% | +3.4% | -3.0% | -0.2% |
| 30D | +1.0% | -11.1% | +12.1% | +3.2% |
| 3M | +2.4% | -23.7% | +26.1% | +6.9% |
| 6M | +12.0% | -22.0% | +34.0% | +15.5% |
| YTD | +15.3% | +16.5% | -1.1% | +9.5% |
| 1Y | +22.6% | +11.5% | +11.1% | +16.9% |
| All | +75.8% | +2.4% | +73.4% | +68.8% |
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