+1,250.4%
VUG vs RRX
+980.2%
+270.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.1% | +3.4% | -3.6% | -1.3% |
| 30D | -0.3% | -11.1% | +10.8% | +3.7% |
| 3M | -0.7% | -23.7% | +23.0% | +7.5% |
| 6M | +14.6% | -22.0% | +36.6% | +21.1% |
| YTD | +9.0% | +16.5% | -7.5% | -1.5% |
| 1Y | +14.9% | +11.5% | +3.4% | +4.5% |
| 3Y | +86.0% | +1.5% | +84.5% | +65.2% |
| 5Y | +76.7% | +18.3% | +58.4% | +44.5% |
| 10Y | +411.3% | +209.8% | +201.5% | +169.3% |
| All | +1,250.4% | +980.2% | +270.2% | +320.4% |
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