+42.1%
RRC vs VIG
+19.5%
+22.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.1% |
| 7D | -6.8% | +2.7% | -9.5% | -6.3% |
| 30D | +34.7% | +7.0% | +27.7% | +36.0% |
| 3M | +31.5% | +4.0% | +27.5% | +31.9% |
| 6M | +21.8% | +12.3% | +9.5% | +23.8% |
| YTD | +48.9% | +16.4% | +32.5% | +51.4% |
| 1Y | +42.1% | +19.2% | +22.9% | +40.9% |
| All | +42.1% | +19.5% | +22.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling