+71.3%
RRC vs VLTO
+54.1%
+17.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | -6.9% | +12.0% | -18.9% | -8.8% |
| 30D | +25.4% | +20.8% | +4.6% | +21.0% |
| 3M | +31.9% | +20.1% | +11.8% | +27.3% |
| 6M | +17.2% | +32.6% | -15.4% | +10.6% |
| YTD | +43.4% | +17.3% | +26.1% | +39.0% |
| 1Y | +36.7% | +17.3% | +19.4% | +32.5% |
| 3Y | +38.8% | +66.9% | -28.1% | +23.8% |
| All | +71.3% | +54.1% | +17.2% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling