+75.7%
VOO vs RRC
+135.4%
-59.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | -0.9% | -0.5% | -0.5% | -0.9% |
| 30D | -2.3% | +25.2% | -27.6% | -5.5% |
| 3M | -1.2% | +27.8% | -29.0% | -4.7% |
| 6M | +3.3% | +27.2% | -23.9% | -0.5% |
| YTD | +12.3% | +48.2% | -35.8% | +5.2% |
| 1Y | +12.5% | +34.7% | -22.2% | +6.8% |
| 3Y | +79.2% | +62.2% | +16.9% | +63.2% |
| 5Y | +75.7% | +130.9% | -55.2% | +50.9% |
| All | +75.7% | +135.4% | -59.7% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling