+87.6%
RRC vs VEU
+174.2%
-86.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +6.4% | +2.1% | +4.3% | +4.0% |
| 30D | +23.9% | -0.9% | +24.8% | +24.6% |
| 3M | +30.2% | -5.4% | +35.6% | +36.9% |
| 6M | +26.3% | -1.8% | +28.0% | +25.9% |
| YTD | +48.1% | +10.9% | +37.1% | +27.1% |
| 1Y | +37.7% | +13.6% | +24.1% | +15.1% |
| 3Y | +60.3% | +69.3% | -9.0% | -13.5% |
| 5Y | +135.3% | +48.1% | +87.2% | +46.7% |
| 10Y | +73.3% | +148.0% | -74.7% | -36.7% |
| All | +87.6% | +174.2% | -86.6% | -36.6% |
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