+112.2%
VSH vs RRC
+23.3%
+89.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +3.5% | -1.7% | +5.3% | +3.4% |
| 30D | -4.4% | +3.6% | -8.0% | -4.2% |
| 3M | -45.8% | +8.8% | -54.7% | -45.4% |
| 6M | +90.1% | +0.8% | +89.4% | +91.7% |
| YTD | +120.3% | +19.0% | +101.4% | +112.1% |
| 1Y | +112.2% | +22.9% | +89.3% | +113.1% |
| All | +112.2% | +23.3% | +89.0% | +113.1% |
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