+30.8%
VNQ vs RRC
+29.5%
+1.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.9% |
| 7D | -1.3% | -1.8% | +0.5% | -1.1% |
| 30D | -2.6% | +2.7% | -5.2% | -2.9% |
| 3M | -2.0% | +8.8% | -10.9% | -3.2% |
| 6M | +4.3% | -1.2% | +5.5% | +4.1% |
| YTD | +9.2% | +17.6% | -8.3% | +5.9% |
| 1Y | +5.6% | +18.4% | -12.8% | +2.0% |
| 3Y | +30.8% | +33.1% | -2.2% | +21.7% |
| All | +30.8% | +29.5% | +1.4% | +21.7% |
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 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