+161.6%
RRC vs RVTY
-30.5%
+192.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | +1.1% | +0.2% | +1.0% |
| 30D | +10.1% | +13.2% | -3.1% | +7.0% |
| 3M | +4.0% | +27.2% | -23.2% | -1.9% |
| 6M | +1.6% | +32.4% | -30.8% | -5.7% |
| YTD | +19.7% | +34.9% | -15.2% | +9.9% |
| 1Y | +21.4% | +52.4% | -31.0% | +7.2% |
| 3Y | +29.7% | +12.3% | +17.4% | +21.8% |
| All | +161.6% | -30.5% | +192.2% | +152.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling