+151.6%
RRC vs VEU
+56.2%
+95.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.2% |
| 7D | -1.7% | +0.3% | -2.0% | -2.0% |
| 30D | +3.6% | +0.7% | +2.9% | +3.0% |
| 3M | +8.8% | +4.7% | +4.2% | +4.3% |
| 6M | +0.8% | +11.6% | -10.9% | -9.8% |
| YTD | +19.0% | +16.8% | +2.2% | +1.3% |
| 1Y | +22.9% | +24.9% | -2.0% | -2.0% |
| 3Y | +32.3% | +75.7% | -43.4% | -26.6% |
| 5Y | +151.6% | +56.1% | +95.5% | +61.0% |
| All | +151.6% | +56.2% | +95.4% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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