+112.0%
VSH vs RRC
+23.4%
+88.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.3% | +4.4% |
| 7D | +4.1% | +1.3% | +2.8% | +4.1% |
| 30D | -4.2% | +10.1% | -14.3% | -3.7% |
| 3M | -50.0% | +4.0% | -54.0% | -49.1% |
| 6M | +80.2% | +1.6% | +78.6% | +81.7% |
| YTD | +121.1% | +19.7% | +101.4% | +112.9% |
| 1Y | +112.0% | +21.4% | +90.6% | +109.4% |
| All | +112.0% | +23.4% | +88.6% | +109.4% |
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