+2,826.7%
VRT vs RRC
+192.5%
+2,634.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +3.9% | +3.7% |
| 7D | +13.6% | -1.2% | +14.8% | +13.8% |
| 30D | +6.8% | +9.4% | -2.7% | +5.4% |
| 3M | -3.2% | +7.4% | -10.6% | -4.5% |
| 6M | +20.3% | +1.5% | +18.9% | +19.4% |
| YTD | +79.6% | +19.4% | +60.2% | +73.7% |
| 1Y | +139.0% | +24.2% | +114.8% | +129.4% |
| 3Y | +644.6% | +32.8% | +611.8% | +615.9% |
| 5Y | +1,024.4% | +152.9% | +871.4% | +915.1% |
| All | +2,826.7% | +192.5% | +2,634.2% | +2,152.6% |
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