+3,310.4%
V vs RRC
-14.8%
+3,325.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | +2.2% | -10.8% | +13.0% | +3.9% |
| 30D | +13.6% | +22.3% | -8.7% | +9.8% |
| 3M | +14.3% | +26.6% | -12.3% | +9.8% |
| 6M | +33.1% | +18.9% | +14.2% | +28.9% |
| YTD | +21.2% | +39.2% | -18.0% | +14.2% |
| 1Y | +26.4% | +34.0% | -7.5% | +19.6% |
| 3Y | +77.6% | +42.0% | +35.6% | +64.0% |
| 5Y | +102.6% | +111.9% | -9.3% | +69.2% |
| 10Y | +464.4% | +62.8% | +401.6% | +334.6% |
| All | +3,310.4% | -14.8% | +3,325.2% | +2,128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling