+158.3%
VEA vs RRC
+6.5%
+151.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.3% |
| 7D | -2.1% | -1.2% | -0.9% | -2.0% |
| 30D | -1.1% | +3.0% | -4.0% | -1.3% |
| 3M | +5.1% | +7.3% | -2.2% | +4.3% |
| 6M | +9.8% | +3.6% | +6.2% | +9.1% |
| YTD | +15.9% | +19.4% | -3.4% | +13.6% |
| 1Y | +24.6% | +21.4% | +3.1% | +21.6% |
| 3Y | +75.5% | +32.8% | +42.8% | +68.5% |
| 5Y | +59.4% | +152.0% | -92.6% | +41.8% |
| All | +158.3% | +6.5% | +151.8% | +125.5% |
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