+32.8%
RRC vs VIG
+57.1%
-24.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | +9.4% | -2.1% | +11.5% | +11.3% |
| 3M | +7.4% | +3.3% | +4.1% | +4.2% |
| 6M | +1.5% | +9.3% | -7.8% | -6.4% |
| YTD | +19.4% | +10.1% | +9.3% | +8.9% |
| 1Y | +24.2% | +14.7% | +9.5% | +8.8% |
| 3Y | +32.8% | +56.9% | -24.2% | -13.8% |
| All | +32.8% | +57.1% | -24.3% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling