+611.0%
VRT vs RRC
+34.3%
+576.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.7% |
| 7D | +9.1% | +1.3% | +7.8% | +8.5% |
| 30D | +0.9% | +10.1% | -9.2% | -3.4% |
| 3M | -13.4% | +4.0% | -17.4% | -15.7% |
| 6M | +11.7% | +1.6% | +10.1% | +8.5% |
| YTD | +73.2% | +19.7% | +53.5% | +52.1% |
| 1Y | +123.4% | +21.4% | +102.0% | +91.0% |
| All | +611.0% | +34.3% | +576.7% | +540.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling