+66.3%
RRC vs VLTO
+54.8%
+11.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -10.8% | +5.4% | -16.2% | -11.7% |
| 30D | +22.3% | +22.3% | 0.0% | +17.7% |
| 3M | +26.6% | +19.6% | +7.0% | +22.3% |
| 6M | +18.9% | +35.2% | -16.2% | +11.8% |
| YTD | +39.2% | +17.9% | +21.3% | +34.8% |
| 1Y | +34.0% | +19.5% | +14.4% | +29.0% |
| 3Y | +42.0% | +73.9% | -31.9% | +25.6% |
| All | +66.3% | +54.8% | +11.5% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling