+1,245.4%
VUG vs RRX
+986.0%
+259.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +0.9% | +4.3% | -3.4% | -0.6% |
| 30D | -1.4% | -8.0% | +6.6% | +1.4% |
| 3M | +2.3% | -22.0% | +24.3% | +9.9% |
| 6M | +15.7% | -11.9% | +27.6% | +17.2% |
| YTD | +8.6% | +17.1% | -8.5% | -2.1% |
| 1Y | +14.1% | +14.9% | -0.8% | +2.7% |
| 3Y | +87.9% | +6.9% | +81.0% | +63.7% |
| 5Y | +76.3% | +19.6% | +56.8% | +43.6% |
| 10Y | +409.7% | +215.9% | +193.7% | +166.5% |
| All | +1,245.4% | +986.0% | +259.4% | +318.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling