+1,484.1%
VTR vs RRX
+951.5%
+532.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +1.9% |
| 7D | -1.8% | -3.7% | +1.9% | -0.5% |
| 30D | +4.0% | -9.3% | +13.3% | +7.5% |
| 3M | +7.8% | -21.8% | +29.6% | +14.8% |
| 6M | +6.4% | -22.0% | +28.4% | +10.9% |
| YTD | +18.3% | +11.9% | +6.4% | +6.5% |
| 1Y | +33.9% | +11.6% | +22.3% | +19.1% |
| 3Y | +134.3% | +2.2% | +132.1% | +97.3% |
| 5Y | +90.3% | +14.9% | +75.4% | +46.9% |
| 10Y | +100.1% | +214.2% | -114.1% | -3.3% |
| All | +1,484.1% | +951.5% | +532.6% | +363.2% |
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