+897.3%
VST vs RRC
+36.7%
+860.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.7% | -2.5% | -5.5% |
| 7D | -19.9% | -6.9% | -13.0% | -18.9% |
| 30D | -29.7% | +25.4% | -55.1% | -32.5% |
| 3M | -19.6% | +31.9% | -51.5% | -23.5% |
| 6M | -29.4% | +17.2% | -46.6% | -31.7% |
| YTD | -29.7% | +43.4% | -73.1% | -34.6% |
| 1Y | -40.0% | +36.7% | -76.8% | -43.9% |
| 3Y | +231.0% | +38.8% | +192.2% | +210.9% |
| 5Y | +500.1% | +118.3% | +381.8% | +419.1% |
| 10Y | +1,004.2% | +67.7% | +936.5% | +801.7% |
| All | +897.3% | +36.7% | +860.6% | +726.1% |
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 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