+1,346.3%
VSH vs RRC
+1,418.2%
-71.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.2% | +13.4% |
| 7D | +3.5% | -10.3% | +13.8% | +5.3% |
| 30D | -22.4% | +19.5% | -41.9% | -24.6% |
| 3M | -25.2% | +27.9% | -53.1% | -28.2% |
| 6M | -22.5% | +21.2% | -43.7% | -25.3% |
| YTD | +84.2% | +39.6% | +44.6% | +73.2% |
| 1Y | +87.1% | +31.3% | +55.8% | +77.3% |
| 3Y | +31.7% | +51.9% | -20.3% | +21.6% |
| 5Y | +42.6% | +110.2% | -67.6% | +21.1% |
| 10Y | +116.6% | +56.7% | +59.9% | +66.7% |
| All | +1,346.3% | +1,418.2% | -71.9% | +798.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling