+51.8%
VG vs RRC
+44.7%
+7.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -3.5% | -4.2% | -5.1% |
| 7D | -16.4% | -6.8% | -9.6% | -12.0% |
| 30D | -10.8% | +34.7% | -45.5% | -33.8% |
| 3M | -6.3% | +31.5% | -37.8% | -29.2% |
| 6M | -12.5% | +21.8% | -34.3% | -27.8% |
| YTD | +76.9% | +48.9% | +28.1% | +26.7% |
| 1Y | +51.8% | +42.1% | +9.7% | +10.1% |
| All | +51.8% | +44.7% | +7.1% | +10.1% |
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