+1,917.9%
VRT vs RRC
+241.9%
+1,676.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.4% | +9.6% |
| 7D | -10.6% | -10.3% | -0.3% | -9.2% |
| 30D | -17.4% | +19.5% | -36.9% | -19.5% |
| 3M | -26.4% | +27.9% | -54.3% | -29.0% |
| 6M | -41.0% | +21.2% | -62.2% | -42.9% |
| YTD | +23.8% | +39.6% | -15.7% | +17.0% |
| 1Y | +11.6% | +31.3% | -19.7% | +6.3% |
| 3Y | +403.5% | +51.9% | +351.6% | +374.4% |
| 5Y | +647.0% | +110.2% | +536.9% | +577.7% |
| All | +1,917.9% | +241.9% | +1,676.0% | +1,417.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling