+21.0%
RRC vs VIG
+13.2%
+7.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.3% |
| 7D | -1.7% | -1.2% | -0.6% | -1.7% |
| 30D | +3.6% | -2.8% | +6.4% | +3.7% |
| 3M | +8.8% | +2.5% | +6.4% | +8.4% |
| 6M | +0.8% | +8.1% | -7.3% | +0.3% |
| YTD | +19.0% | +9.6% | +9.4% | +15.9% |
| All | +21.0% | +13.2% | +7.8% | +16.1% |
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