+18.7%
RXI price history and return analytics
+63.7%
-45.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | +0.3% |
| 7D | -4.0% | -2.0% | -2.0% | -1.7% |
| 30D | -7.5% | -1.4% | -6.0% | -5.9% |
| 3M | -1.1% | +4.7% | -5.8% | -6.5% |
| 6M | -2.5% | +11.4% | -13.9% | -14.5% |
| YTD | -7.1% | +13.1% | -20.1% | -20.0% |
| 1Y | -4.0% | +19.0% | -23.0% | -22.4% |
| 3Y | +29.5% | +73.9% | -44.4% | -34.1% |
| 5Y | +18.7% | +65.4% | -46.7% | -34.7% |
| All | +18.7% | +63.7% | -45.0% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling