+3,574.4%
VMC vs RRC
+1,418.2%
+2,156.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +0.3% | -10.3% | +10.6% | +1.4% |
| 30D | +18.6% | +19.5% | -0.9% | +16.2% |
| 3M | +2.0% | +27.9% | -25.9% | -0.8% |
| 6M | +2.6% | +21.2% | -18.6% | +0.1% |
| YTD | +2.3% | +39.6% | -37.3% | -1.9% |
| 1Y | +1.7% | +31.3% | -29.6% | -1.9% |
| 3Y | +41.7% | +51.9% | -10.2% | +33.3% |
| 5Y | +46.6% | +110.2% | -63.5% | +30.5% |
| 10Y | +140.3% | +56.7% | +83.6% | +100.4% |
| All | +3,574.4% | +1,418.2% | +2,156.2% | +2,656.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling