+32.7%
VFC vs RRC
+35.0%
-2.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.1% |
| 7D | -1.4% | +2.5% | -4.0% | -1.0% |
| 30D | +24.6% | +21.1% | +3.5% | +28.7% |
| 3M | +38.4% | +28.4% | +10.1% | +44.5% |
| 6M | +15.3% | +26.5% | -11.2% | +21.3% |
| YTD | +12.7% | +47.0% | -34.3% | +16.5% |
| 1Y | +32.7% | +35.2% | -2.5% | +44.4% |
| All | +32.7% | +35.0% | -2.3% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling