+75.7%
VEA vs RRC
+31.0%
+44.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.3% | -1.7% | +2.1% | +0.5% |
| 30D | +0.4% | +3.6% | -3.2% | +0.1% |
| 3M | +4.8% | +8.8% | -4.0% | +3.8% |
| 6M | +11.3% | +0.8% | +10.5% | +10.8% |
| YTD | +17.4% | +19.0% | -1.6% | +14.1% |
| 1Y | +26.2% | +22.9% | +3.3% | +21.7% |
| All | +75.7% | +31.0% | +44.7% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling