+578.4%
RRC vs VO
+827.2%
-248.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.6% |
| 7D | +1.3% | -0.3% | +1.6% | +1.6% |
| 30D | +10.1% | -0.3% | +10.5% | +10.4% |
| 3M | +4.0% | +2.9% | +1.1% | -0.1% |
| 6M | +1.6% | +9.3% | -7.8% | -10.1% |
| YTD | +19.7% | +14.2% | +5.5% | +0.2% |
| 1Y | +21.4% | +15.3% | +6.2% | +0.4% |
| 3Y | +29.7% | +56.2% | -26.6% | -26.2% |
| 5Y | +153.9% | +42.4% | +111.4% | +61.8% |
| 10Y | +10.8% | +194.7% | -183.9% | -71.0% |
| All | +578.4% | +827.2% | -248.8% | -57.7% |
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