+57.5%
VT vs RRX
+9.8%
+47.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.2% |
| 7D | +2.4% | +4.3% | -2.0% | +1.3% |
| 30D | -1.5% | +12.3% | -13.8% | -4.5% |
| 3M | -4.1% | +3.7% | -7.8% | -5.5% |
| 6M | +0.6% | -13.9% | +14.5% | +2.5% |
| YTD | +11.0% | +26.5% | -15.4% | +1.0% |
| 1Y | +13.3% | +29.3% | -16.0% | +2.2% |
| 3Y | +73.4% | +65.6% | +7.8% | +37.9% |
| All | +57.5% | +9.8% | +47.7% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling