+654.5%
VST vs RRC
+111.3%
+543.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.2% |
| 7D | -0.5% | -10.3% | +9.8% | +2.8% |
| 30D | -17.1% | +19.5% | -36.5% | -21.7% |
| 3M | -4.6% | +27.9% | -32.5% | -11.9% |
| 6M | -9.1% | +21.2% | -30.2% | -15.2% |
| YTD | -16.6% | +39.6% | -56.2% | -26.3% |
| 1Y | -29.5% | +31.3% | -60.8% | -36.7% |
| 3Y | +297.5% | +51.9% | +245.6% | +248.0% |
| 5Y | +654.5% | +110.2% | +544.4% | +525.4% |
| All | +654.5% | +111.3% | +543.2% | +525.4% |
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