+66.7%
VSH vs RRC
+153.5%
-86.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -1.0% |
| 7D | +6.2% | -1.2% | +7.4% | +6.5% |
| 30D | -11.1% | +9.4% | -20.6% | -12.9% |
| 3M | -44.9% | +7.4% | -52.3% | -46.0% |
| 6M | +90.0% | +1.5% | +88.5% | +87.8% |
| YTD | +118.8% | +19.4% | +99.4% | +108.0% |
| 1Y | +109.0% | +24.2% | +84.8% | +96.4% |
| 3Y | +35.6% | +32.8% | +2.9% | +25.5% |
| 5Y | +66.7% | +152.9% | -86.2% | +34.3% |
| All | +66.7% | +153.5% | -86.8% | +34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling