+444.2%
V vs RRC
+63.1%
+381.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -0.8% | -10.3% | +9.5% | +0.2% |
| 30D | +9.5% | +19.5% | -9.9% | +7.5% |
| 3M | +16.7% | +27.9% | -11.2% | +13.8% |
| 6M | +32.9% | +21.2% | +11.8% | +30.1% |
| YTD | +21.1% | +39.6% | -18.5% | +16.7% |
| 1Y | +26.6% | +31.3% | -4.6% | +22.7% |
| 3Y | +78.4% | +51.9% | +26.4% | +69.0% |
| 5Y | +105.5% | +110.2% | -4.7% | +85.3% |
| 10Y | +444.2% | +56.7% | +387.6% | +320.4% |
| All | +444.2% | +63.1% | +381.2% | +320.4% |
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