+94.5%
RRC vs VIG
+648.1%
-553.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.2% | -2.7% |
| 7D | -10.3% | +0.4% | -10.7% | -11.0% |
| 30D | +19.5% | +4.3% | +15.2% | +13.1% |
| 3M | +27.9% | +2.0% | +25.9% | +24.3% |
| 6M | +21.2% | +10.2% | +11.0% | +6.6% |
| YTD | +39.6% | +14.8% | +24.8% | +15.6% |
| 1Y | +31.3% | +17.5% | +13.8% | +5.5% |
| 3Y | +51.9% | +67.4% | -15.5% | -22.4% |
| 5Y | +110.2% | +63.4% | +46.8% | +11.1% |
| 10Y | +56.7% | +259.9% | -203.2% | -71.5% |
| All | +94.5% | +648.1% | -553.6% | -87.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling