-51.4%
VG vs RRC
+25.9%
-77.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -0.5% |
| 7D | -22.0% | -6.9% | -15.1% | -16.4% |
| 30D | -14.7% | +25.4% | -40.1% | -35.3% |
| 3M | -7.1% | +31.9% | -39.0% | -33.9% |
| 6M | -11.2% | +17.2% | -28.4% | -27.0% |
| YTD | +69.8% | +43.4% | +26.4% | +12.4% |
| 1Y | +49.9% | +36.7% | +13.1% | +3.3% |
| All | -51.4% | +25.9% | -77.3% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling