+710.1%
VTV vs RRX
+938.1%
-228.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | 0.0% |
| 7D | -2.1% | -3.7% | +1.7% | -0.8% |
| 30D | -1.3% | -9.3% | +8.0% | +1.9% |
| 3M | +5.6% | -21.8% | +27.4% | +13.0% |
| 6M | +12.4% | -22.0% | +34.4% | +18.4% |
| YTD | +17.6% | +11.9% | +5.7% | +7.5% |
| 1Y | +23.5% | +11.6% | +11.9% | +11.9% |
| 3Y | +67.0% | +2.2% | +64.8% | +46.2% |
| 5Y | +80.5% | +14.9% | +65.7% | +44.5% |
| 10Y | +230.6% | +214.2% | +16.4% | +63.3% |
| All | +710.1% | +938.1% | -228.1% | +142.9% |
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