+1,290.9%
VFC vs RRC
+1,418.2%
-127.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +7.7% | -10.3% | +18.0% | +8.7% |
| 30D | +39.2% | +19.5% | +19.7% | +36.8% |
| 3M | +40.3% | +27.9% | +12.4% | +36.9% |
| 6M | +11.4% | +21.2% | -9.8% | +9.0% |
| YTD | +17.5% | +39.6% | -22.0% | +13.3% |
| 1Y | +45.9% | +31.3% | +14.6% | +41.3% |
| 3Y | +47.3% | +51.9% | -4.6% | +40.8% |
| 5Y | -67.2% | +110.2% | -177.4% | -70.0% |
| 10Y | -46.1% | +56.7% | -102.7% | -53.8% |
| All | +1,290.9% | +1,418.2% | -127.3% | +1,008.5% |
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