+108.9%
RRC vs VO
+32.6%
+76.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -10.8% | -2.6% | -8.3% | -8.6% |
| 30D | +22.3% | -0.9% | +23.3% | +23.3% |
| 3M | +26.6% | -3.0% | +29.6% | +30.1% |
| 6M | +18.9% | +2.2% | +16.7% | +15.6% |
| YTD | +39.2% | +10.6% | +28.6% | +23.6% |
| 1Y | +34.0% | +12.5% | +21.4% | +16.7% |
| 3Y | +42.0% | +61.4% | -19.4% | -16.2% |
| All | +108.9% | +32.6% | +76.3% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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