+56.7%
RRC vs RVTY
+217.6%
-161.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.6% | -3.3% | -0.8% |
| 7D | -10.3% | +6.0% | -16.3% | -11.9% |
| 30D | +19.5% | +4.3% | +15.2% | +17.8% |
| 3M | +27.9% | +40.2% | -12.3% | +15.1% |
| 6M | +21.2% | +59.3% | -38.1% | +4.3% |
| YTD | +39.6% | +66.5% | -27.0% | +16.7% |
| 1Y | +31.3% | +77.5% | -46.2% | +7.1% |
| 3Y | +51.9% | +92.5% | -40.5% | +15.9% |
| 5Y | +110.2% | -6.8% | +117.0% | +102.2% |
| 10Y | +56.7% | +225.4% | -168.7% | -9.8% |
| All | +56.7% | +217.6% | -161.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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