+34.0%
RRC vs VT
+10.5%
+23.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.2% | -2.9% |
| 7D | -10.8% | -2.3% | -8.5% | -11.2% |
| 30D | +22.3% | -5.0% | +27.3% | +20.7% |
| 3M | +26.6% | -4.9% | +31.5% | +25.0% |
| 6M | +18.9% | -1.5% | +20.5% | +19.5% |
| YTD | +39.2% | +8.5% | +30.7% | +41.4% |
| 1Y | +34.0% | +11.4% | +22.6% | +34.2% |
| All | +34.0% | +10.5% | +23.5% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling