+179.5%
VSH vs RRC
+4.5%
+174.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +3.5% | -1.7% | +5.3% | +3.9% |
| 30D | -4.4% | +3.6% | -8.0% | -5.1% |
| 3M | -45.8% | +8.8% | -54.7% | -47.0% |
| 6M | +90.1% | +0.8% | +89.4% | +88.2% |
| YTD | +120.3% | +19.0% | +101.4% | +110.4% |
| 1Y | +112.2% | +22.9% | +89.3% | +100.8% |
| 3Y | +36.6% | +32.3% | +4.3% | +26.5% |
| 5Y | +67.0% | +151.6% | -84.5% | +30.0% |
| 10Y | +179.5% | +5.5% | +174.0% | +78.3% |
| All | +179.5% | +4.5% | +174.9% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling