+42.0%
RRC vs RVTY
+78.0%
-35.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.8% | -5.8% | -3.3% |
| 7D | -10.8% | -1.2% | -9.6% | -10.7% |
| 30D | +22.3% | +1.0% | +21.3% | +22.0% |
| 3M | +26.6% | +35.8% | -9.2% | +20.3% |
| 6M | +18.9% | +56.7% | -37.8% | +10.1% |
| YTD | +39.2% | +60.7% | -21.5% | +27.1% |
| 1Y | +34.0% | +73.7% | -39.7% | +19.7% |
| 3Y | +42.0% | +82.8% | -40.7% | +18.4% |
| All | +42.0% | +78.0% | -35.9% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling