+454.5%
V vs RRC
+67.7%
+386.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.8% | -4.6% | -0.2% |
| 7D | +0.6% | -5.2% | +5.8% | +1.1% |
| 30D | +9.7% | +25.2% | -15.5% | +7.3% |
| 3M | +17.3% | +27.4% | -10.1% | +14.4% |
| 6M | +33.2% | +27.0% | +6.2% | +29.8% |
| YTD | +21.3% | +46.3% | -24.9% | +16.5% |
| 1Y | +27.3% | +37.1% | -9.8% | +22.9% |
| 3Y | +76.1% | +60.2% | +15.9% | +66.0% |
| 5Y | +103.5% | +136.6% | -33.2% | +81.7% |
| 10Y | +454.5% | +68.8% | +385.7% | +326.5% |
| All | +454.5% | +67.7% | +386.7% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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