+32.1%
VSH vs RRC
+60.0%
-27.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.4% |
| 7D | +14.3% | +6.4% | +8.0% | +12.5% |
| 30D | -7.9% | +23.9% | -31.7% | -13.1% |
| 3M | -19.9% | +30.2% | -50.0% | -25.7% |
| 6M | -30.5% | +26.3% | -56.8% | -35.3% |
| YTD | +85.7% | +48.1% | +37.6% | +59.6% |
| 1Y | +98.9% | +37.7% | +61.3% | +76.0% |
| 3Y | +32.1% | +60.3% | -28.2% | +8.4% |
| All | +32.1% | +60.0% | -27.9% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling