+691.0%
RRC vs VO
+822.3%
-131.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.5% | -3.0% |
| 7D | -10.3% | -0.1% | -10.2% | -10.3% |
| 30D | +19.5% | +0.5% | +19.0% | +18.5% |
| 3M | +27.9% | -1.0% | +28.9% | +29.0% |
| 6M | +21.2% | +6.4% | +14.7% | +11.4% |
| YTD | +39.6% | +13.6% | +26.0% | +17.2% |
| 1Y | +31.3% | +14.5% | +16.8% | +9.1% |
| 3Y | +51.9% | +67.2% | -15.3% | -20.6% |
| 5Y | +110.2% | +36.1% | +74.1% | +41.3% |
| 10Y | +56.7% | +199.3% | -142.7% | -59.9% |
| All | +691.0% | +822.3% | -131.4% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling