+51.9%
RRC vs VLTO
+73.3%
-21.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.1% |
| 7D | -10.3% | +2.0% | -12.4% | -10.7% |
| 30D | +19.5% | +21.8% | -2.3% | +14.8% |
| 3M | +27.9% | +20.2% | +7.7% | +23.2% |
| 6M | +21.2% | +36.3% | -15.2% | +13.2% |
| YTD | +39.6% | +18.8% | +20.7% | +34.8% |
| 1Y | +31.3% | +20.4% | +10.9% | +26.0% |
| 3Y | +51.9% | +71.9% | -20.0% | +23.2% |
| All | +51.9% | +73.3% | -21.3% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling