+75.7%
VTI vs RRX
+5.4%
+70.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | -1.4% | -6.1% | +4.7% | -0.3% |
| 3M | +3.6% | -23.1% | +26.6% | +8.1% |
| 6M | +13.6% | -19.5% | +33.1% | +16.5% |
| YTD | +12.9% | +16.1% | -3.2% | +6.2% |
| 1Y | +17.2% | +12.9% | +4.3% | +10.4% |
| 3Y | +75.7% | +7.9% | +67.7% | +68.1% |
| All | +75.7% | +5.4% | +70.3% | +68.1% |
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