+175.6%
RRC vs VSXY
+37.5%
+138.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.1% | -4.8% | -2.0% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | +2.4% | -18.7% | +21.1% | +4.0% |
| 3M | +8.6% | -4.0% | +12.5% | +8.6% |
| 6M | -1.4% | +67.5% | -68.9% | -7.6% |
| YTD | +17.3% | +39.7% | -22.4% | +11.4% |
| 1Y | +18.1% | +180.0% | -161.8% | +3.0% |
| 3Y | +32.8% | +337.3% | -304.5% | +1.1% |
| 5Y | +147.6% | +22.7% | +124.9% | +112.8% |
| All | +175.6% | +37.5% | +138.0% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling