+905.2%
VRT vs RRC
+156.2%
+749.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.6% |
| 7D | +9.1% | +1.3% | +7.8% | +8.7% |
| 30D | +0.9% | +10.1% | -9.2% | -1.6% |
| 3M | -13.4% | +4.0% | -17.4% | -14.8% |
| 6M | +11.7% | +1.6% | +10.1% | +9.9% |
| YTD | +73.2% | +19.7% | +53.5% | +62.2% |
| 1Y | +123.4% | +21.4% | +102.0% | +107.3% |
| 3Y | +606.2% | +29.7% | +576.5% | +558.3% |
| All | +905.2% | +156.2% | +749.0% | +883.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling