+64.4%
VG vs RRC
+35.0%
+29.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.3% |
| 7D | +15.1% | +2.5% | +12.6% | +12.8% |
| 30D | -4.2% | +21.1% | -25.3% | -21.8% |
| 3M | -3.1% | +28.4% | -31.5% | -26.3% |
| 6M | +0.3% | +26.5% | -26.1% | -21.6% |
| YTD | +95.5% | +47.0% | +48.5% | +35.1% |
| 1Y | +64.4% | +35.2% | +29.2% | +21.6% |
| All | +64.4% | +35.0% | +29.4% | +21.6% |
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