-22.0%
VST vs RRC
+36.3%
-58.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.1% |
| 7D | +6.6% | +6.4% | +0.2% | +6.7% |
| 30D | -12.4% | +23.9% | -36.2% | -10.4% |
| 3M | -9.0% | +30.2% | -39.2% | -6.6% |
| 6M | -6.4% | +26.3% | -32.7% | -4.1% |
| YTD | -17.2% | +48.1% | -65.3% | -9.6% |
| 1Y | -22.0% | +37.7% | -59.7% | -13.5% |
| All | -22.0% | +36.3% | -58.3% | -13.5% |
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