+217.3%
RRX price history and return analytics
+229.8%
-12.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.4% |
| 7D | -0.3% | -1.1% | +0.8% | +1.3% |
| 30D | -6.1% | -1.0% | -5.2% | -4.8% |
| 3M | -23.1% | +3.2% | -26.2% | -25.8% |
| 6M | -19.5% | +12.5% | -32.0% | -30.2% |
| YTD | +16.1% | +14.1% | +2.0% | -0.9% |
| 1Y | +12.9% | +18.9% | -6.0% | -8.5% |
| 3Y | +7.9% | +74.1% | -66.1% | -45.0% |
| 5Y | +19.1% | +66.9% | -47.8% | -35.3% |
| All | +217.3% | +229.8% | -12.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling