+158.3%
VEA vs RRC
+56.1%
+102.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +2.3% | +6.4% | -4.1% | +1.2% |
| 30D | +0.2% | +23.9% | -23.7% | -3.7% |
| 3M | -5.3% | +30.2% | -35.5% | -10.0% |
| 6M | -0.9% | +26.3% | -27.2% | -5.5% |
| YTD | +12.2% | +48.1% | -35.9% | +3.6% |
| 1Y | +16.1% | +37.7% | -21.6% | +8.4% |
| 3Y | +73.0% | +60.3% | +12.7% | +54.5% |
| 5Y | +53.7% | +135.3% | -81.6% | +22.4% |
| 10Y | +159.3% | +73.3% | +86.0% | +92.3% |
| All | +158.3% | +56.1% | +102.2% | +37.5% |
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 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