+1,162.4%
VST vs RRC
+67.7%
+1,094.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.8% | -6.9% | -2.9% |
| 7D | -6.0% | -5.2% | -0.8% | -5.1% |
| 30D | -18.8% | +25.2% | -44.0% | -22.0% |
| 3M | -8.0% | +27.4% | -35.4% | -12.1% |
| 6M | -10.9% | +27.0% | -37.9% | -15.1% |
| YTD | -18.3% | +46.3% | -64.6% | -24.3% |
| 1Y | -29.9% | +37.1% | -67.0% | -34.5% |
| 3Y | +290.3% | +60.2% | +230.1% | +259.1% |
| 5Y | +635.3% | +136.6% | +498.7% | +528.9% |
| 10Y | +1,162.4% | +68.8% | +1,093.6% | +947.9% |
| All | +1,162.4% | +67.7% | +1,094.6% | +947.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling