-20.9%
VST vs RRC
+23.4%
-44.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.5% |
| 7D | +8.9% | +1.3% | +7.6% | +9.0% |
| 30D | +6.2% | +10.1% | -3.9% | +6.7% |
| 3M | -2.7% | +4.0% | -6.7% | -2.2% |
| 6M | -8.4% | +1.6% | -9.9% | -7.5% |
| YTD | -7.2% | +19.7% | -26.9% | -6.0% |
| 1Y | -20.9% | +21.4% | -42.3% | -19.1% |
| All | -20.9% | +23.4% | -44.3% | -19.1% |
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