+349.1%
VT vs RRX
+392.1%
-43.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.2% | -1.8% |
| 7D | -2.3% | +7.5% | -9.8% | -5.4% |
| 30D | -5.0% | +3.0% | -7.9% | -6.7% |
| 3M | -4.9% | -5.3% | +0.5% | -3.9% |
| 6M | -1.5% | -26.6% | +25.1% | +7.0% |
| YTD | +8.5% | +21.2% | -12.7% | -4.9% |
| 1Y | +11.4% | +25.9% | -14.6% | -4.2% |
| 3Y | +70.1% | +71.7% | -1.6% | +19.7% |
| 5Y | +53.7% | +7.8% | +46.0% | +26.2% |
| 10Y | +220.0% | +242.9% | -22.9% | +41.4% |
| All | +349.1% | +392.1% | -43.1% | +31.9% |
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