+125.8%
RRC vs VIG
+63.7%
+62.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.2% | -2.1% |
| 7D | -10.3% | +0.4% | -10.7% | -10.8% |
| 30D | +19.5% | +4.3% | +15.2% | +14.3% |
| 3M | +27.9% | +2.0% | +25.9% | +25.1% |
| 6M | +21.2% | +10.2% | +11.0% | +9.1% |
| YTD | +39.6% | +14.8% | +24.8% | +19.6% |
| 1Y | +31.3% | +17.5% | +13.8% | +9.5% |
| 3Y | +51.9% | +67.4% | -15.5% | -15.9% |
| All | +125.8% | +63.7% | +62.1% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling