+173.7%
VEA vs RRC
+26.2%
+147.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +1.0% | +1.3% | -0.3% | +0.7% |
| 30D | +1.9% | +10.1% | -8.2% | +0.2% |
| 3M | +3.2% | +4.0% | -0.8% | +2.3% |
| 6M | +10.2% | +1.6% | +8.6% | +9.3% |
| YTD | +18.9% | +19.7% | -0.8% | +14.4% |
| 1Y | +29.3% | +21.4% | +7.9% | +23.7% |
| 3Y | +76.8% | +29.7% | +47.1% | +64.1% |
| 5Y | +61.2% | +153.9% | -92.6% | +26.1% |
| 10Y | +163.3% | +10.8% | +152.5% | +116.2% |
| All | +173.7% | +26.2% | +147.5% | +51.7% |
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