+22.1%
VMC vs RRC
+32.7%
-10.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.6% |
| 7D | -0.5% | -1.2% | +0.7% | -0.4% |
| 30D | -9.1% | +9.4% | -18.5% | -9.8% |
| 3M | -4.1% | +7.4% | -11.5% | -4.8% |
| 6M | -5.5% | +1.5% | -7.0% | -6.0% |
| YTD | -8.9% | +19.4% | -28.3% | -11.4% |
| 1Y | -12.9% | +24.2% | -37.2% | -16.3% |
| 3Y | +22.1% | +32.8% | -10.7% | +12.9% |
| All | +22.1% | +32.7% | -10.6% | +12.9% |
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