+36.4%
RSSX price history and return analytics
+31.5%
+4.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -0.6% |
| 7D | -6.1% | -2.0% | -4.1% | -2.4% |
| 30D | +4.5% | -1.4% | +5.9% | +7.5% |
| 3M | +16.3% | +4.7% | +11.5% | +7.0% |
| 6M | +0.7% | +11.4% | -10.7% | -16.6% |
| YTD | +5.1% | +13.1% | -8.0% | -14.3% |
| 1Y | +14.2% | +19.0% | -4.8% | -12.7% |
| All | +36.4% | +31.5% | +4.9% | -5.9% |
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