+51.7%
RRC vs VEU
+192.1%
-140.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.4% |
| 7D | +1.3% | +1.1% | +0.2% | +0.1% |
| 30D | +10.1% | +2.2% | +7.9% | +7.5% |
| 3M | +4.0% | +3.0% | +1.0% | -0.3% |
| 6M | +1.6% | +10.9% | -9.3% | -11.6% |
| YTD | +19.7% | +18.2% | +1.5% | -3.3% |
| 1Y | +21.4% | +28.3% | -6.9% | -10.2% |
| 3Y | +29.7% | +74.6% | -45.0% | -31.8% |
| 5Y | +153.9% | +56.4% | +97.5% | +50.8% |
| 10Y | +10.8% | +153.0% | -142.2% | -60.0% |
| All | +51.7% | +192.1% | -140.5% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling