+165.8%
VXUS vs RRX
+227.5%
-61.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.7% |
| 7D | +2.1% | +4.3% | -2.2% | +0.8% |
| 30D | -1.1% | +12.3% | -13.4% | -5.2% |
| 3M | -5.6% | +3.7% | -9.3% | -7.4% |
| 6M | -2.3% | -13.9% | +11.7% | +0.1% |
| YTD | +10.4% | +26.5% | -16.1% | -1.8% |
| 1Y | +13.1% | +29.3% | -16.3% | -0.5% |
| 3Y | +68.0% | +65.6% | +2.4% | +27.6% |
| 5Y | +45.8% | +10.6% | +35.2% | +23.4% |
| 10Y | +144.7% | +202.9% | -58.2% | +27.8% |
| All | +165.8% | +227.5% | -61.8% | +19.1% |
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 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