+54.3%
VXUS vs RRX
+16.5%
+37.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.2% |
| 7D | +0.3% | -0.7% | +1.0% | +0.4% |
| 30D | +0.7% | -8.0% | +8.6% | +2.4% |
| 3M | +4.8% | -25.1% | +29.8% | +10.5% |
| 6M | +11.3% | -18.3% | +29.6% | +14.6% |
| YTD | +16.5% | +14.2% | +2.4% | +10.9% |
| 1Y | +24.3% | +13.0% | +11.2% | +18.0% |
| 3Y | +74.5% | +4.2% | +70.3% | +64.0% |
| 5Y | +54.3% | +17.9% | +36.5% | +38.1% |
| All | +54.3% | +16.5% | +37.8% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling