+3,227.9%
VMC vs RRC
+1,202.2%
+2,025.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -4.3% | +1.3% | -5.6% | -4.5% |
| 30D | -8.2% | +10.1% | -18.4% | -9.2% |
| 3M | -7.0% | +4.0% | -11.0% | -7.6% |
| 6M | -10.8% | +1.6% | -12.3% | -11.2% |
| YTD | -7.4% | +19.7% | -27.1% | -9.5% |
| 1Y | -9.5% | +21.4% | -30.9% | -11.9% |
| 3Y | +20.5% | +29.7% | -9.2% | +15.4% |
| 5Y | +51.6% | +153.9% | -102.3% | +32.5% |
| 10Y | +150.0% | +10.8% | +139.2% | +116.2% |
| All | +3,227.9% | +1,202.2% | +2,025.7% | +2,442.7% |
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