+152.9%
RRC vs VCLT
-15.1%
+168.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | +9.4% | -0.6% | +10.0% | +9.6% |
| 3M | +7.4% | -2.2% | +9.6% | +7.9% |
| 6M | +1.5% | -2.9% | +4.4% | +2.1% |
| YTD | +19.4% | -2.1% | +21.5% | +19.8% |
| 1Y | +24.2% | -2.6% | +26.8% | +24.8% |
| 3Y | +32.8% | +12.5% | +20.3% | +26.7% |
| 5Y | +152.9% | -15.3% | +168.2% | +135.2% |
| All | +152.9% | -15.1% | +168.0% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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