+688.8%
RRC vs VO
+797.8%
-108.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -10.8% | -2.6% | -8.3% | -8.1% |
| 30D | +22.3% | -0.9% | +23.3% | +23.6% |
| 3M | +26.6% | -3.0% | +29.6% | +30.9% |
| 6M | +18.9% | +2.2% | +16.7% | +14.8% |
| YTD | +39.2% | +10.6% | +28.6% | +20.8% |
| 1Y | +34.0% | +12.5% | +21.4% | +13.7% |
| 3Y | +42.0% | +61.4% | -19.4% | -22.5% |
| 5Y | +111.9% | +33.4% | +78.5% | +45.9% |
| 10Y | +62.8% | +201.5% | -138.8% | -58.7% |
| All | +688.8% | +797.8% | -108.9% | -49.0% |
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