-2.9%
VMC vs RRC
+38.2%
-41.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.9% |
| 7D | -4.3% | -0.5% | -3.8% | -4.3% |
| 30D | +16.2% | +25.2% | -9.0% | +18.6% |
| 3M | -0.8% | +27.8% | -28.6% | +1.5% |
| 6M | +1.2% | +27.2% | -26.1% | +3.7% |
| YTD | +0.5% | +48.2% | -47.7% | +2.2% |
| 1Y | -2.9% | +34.7% | -37.6% | -0.2% |
| All | -2.9% | +38.2% | -41.1% | -0.2% |
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