-27.7%
RRC vs VT
+374.2%
-401.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.3% | +0.4% | +0.9% | +0.7% |
| 30D | +10.1% | +1.0% | +9.1% | +8.7% |
| 3M | +4.0% | +2.4% | +1.6% | +0.2% |
| 6M | +1.6% | +12.0% | -10.4% | -13.3% |
| YTD | +19.7% | +15.3% | +4.4% | -1.8% |
| 1Y | +21.4% | +22.6% | -1.2% | -7.5% |
| 3Y | +29.7% | +74.7% | -45.0% | -36.1% |
| 5Y | +153.9% | +66.1% | +87.7% | +33.9% |
| 10Y | +10.8% | +225.0% | -214.2% | -73.8% |
| All | -27.7% | +374.2% | -401.9% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling