-13.4%
RRC vs VT
+345.0%
-358.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | +1.1% |
| 7D | -6.9% | -4.2% | -2.7% | -2.3% |
| 30D | +25.4% | -5.8% | +31.2% | +34.1% |
| 3M | +31.9% | -5.2% | +37.2% | +39.8% |
| 6M | +17.2% | +0.1% | +17.1% | +14.9% |
| YTD | +43.4% | +8.2% | +35.2% | +26.3% |
| 1Y | +36.7% | +10.1% | +26.6% | +17.7% |
| 3Y | +38.8% | +69.7% | -30.8% | -29.5% |
| 5Y | +118.3% | +53.4% | +64.9% | +25.9% |
| 10Y | +67.7% | +219.2% | -151.5% | -59.8% |
| All | -13.4% | +345.0% | -358.4% | -87.6% |
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