+13.8%
VRT vs RRC
+44.7%
-30.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -3.5% | -9.4% | -13.2% |
| 7D | -15.4% | -6.8% | -8.6% | -16.0% |
| 30D | -19.0% | +34.7% | -53.7% | -14.6% |
| 3M | -23.8% | +31.5% | -55.3% | -20.0% |
| 6M | -37.9% | +21.8% | -59.6% | -34.2% |
| YTD | +27.0% | +48.9% | -21.9% | +28.9% |
| 1Y | +13.8% | +42.1% | -28.3% | +17.0% |
| All | +13.8% | +44.7% | -30.9% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling