+21.0%
VRT vs RRC
+35.0%
-14.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | +18.6% | +2.5% | +16.1% | +18.9% |
| 30D | -11.7% | +21.1% | -32.8% | -8.7% |
| 3M | -27.3% | +28.4% | -55.7% | -23.9% |
| 6M | -42.9% | +26.5% | -69.3% | -39.4% |
| YTD | +29.5% | +47.0% | -17.5% | +30.1% |
| 1Y | +21.0% | +35.2% | -14.1% | +26.9% |
| All | +21.0% | +35.0% | -14.0% | +26.9% |
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 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