+139.0%
VRT vs RRC
+20.2%
+118.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +3.9% | +3.6% |
| 7D | +13.6% | -1.2% | +14.8% | +13.5% |
| 30D | +6.8% | +9.4% | -2.7% | +7.6% |
| 3M | -3.2% | +7.4% | -10.6% | -2.1% |
| 6M | +20.3% | +1.5% | +18.9% | +21.7% |
| YTD | +79.6% | +19.4% | +60.2% | +74.5% |
| 1Y | +139.0% | +24.2% | +114.8% | +130.8% |
| All | +139.0% | +20.2% | +118.8% | +130.8% |
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