+134.2%
RRC vs VEU
+47.6%
+86.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +6.4% | +2.1% | +4.3% | +4.8% |
| 30D | +23.9% | -0.9% | +24.8% | +24.5% |
| 3M | +30.2% | -5.4% | +35.6% | +34.8% |
| 6M | +26.3% | -1.8% | +28.0% | +26.1% |
| YTD | +48.1% | +10.9% | +37.1% | +30.8% |
| 1Y | +37.7% | +13.6% | +24.1% | +18.8% |
| 3Y | +60.3% | +69.3% | -9.0% | -8.1% |
| All | +134.2% | +47.6% | +86.6% | +45.4% |
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