+118.3%
RRC vs VT
+53.2%
+65.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | 0.0% |
| 7D | -6.9% | -4.2% | -2.7% | -3.4% |
| 30D | +25.4% | -5.8% | +31.2% | +32.1% |
| 3M | +31.9% | -5.2% | +37.2% | +38.0% |
| 6M | +17.2% | +0.1% | +17.1% | +15.2% |
| YTD | +43.4% | +8.2% | +35.2% | +28.8% |
| 1Y | +36.7% | +10.1% | +26.6% | +20.4% |
| 3Y | +38.8% | +69.7% | -30.8% | -25.0% |
| 5Y | +118.3% | +53.4% | +64.9% | +31.5% |
| All | +118.3% | +53.2% | +65.1% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling