+76.9%
RRC vs VLTO
+56.4%
+20.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | +6.4% | +1.0% | +5.4% | +6.2% |
| 30D | +23.9% | +17.5% | +6.4% | +20.2% |
| 3M | +30.2% | +21.4% | +8.8% | +25.4% |
| 6M | +26.3% | +38.1% | -11.9% | +18.2% |
| YTD | +48.1% | +19.0% | +29.1% | +43.2% |
| 1Y | +37.7% | +20.7% | +17.0% | +32.4% |
| 3Y | +60.3% | +64.3% | -4.0% | +42.4% |
| All | +76.9% | +56.4% | +20.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling