+63.4%
VSH vs RRC
+44.7%
+18.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.5% | -1.5% | -5.4% |
| 7D | -13.6% | -6.8% | -6.9% | -14.3% |
| 30D | -30.4% | +34.7% | -65.1% | -26.3% |
| 3M | -33.3% | +31.5% | -64.8% | -29.5% |
| 6M | -15.1% | +21.8% | -36.8% | -9.2% |
| YTD | +80.2% | +48.9% | +31.4% | +86.6% |
| 1Y | +63.4% | +42.1% | +21.3% | +68.8% |
| All | +63.4% | +44.7% | +18.7% | +68.8% |
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