+25.8%
VTEB vs RRC
+28.5%
-2.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | -0.7% | -1.7% | +1.0% | -0.7% |
| 30D | -2.1% | +3.6% | -5.7% | -2.1% |
| 3M | -2.7% | +8.8% | -11.5% | -2.6% |
| 6M | -2.1% | +0.8% | -2.9% | -2.1% |
| YTD | -1.1% | +19.0% | -20.1% | -1.1% |
| 1Y | +1.3% | +22.9% | -21.6% | +1.4% |
| 3Y | +9.0% | +32.3% | -23.3% | +9.1% |
| 5Y | +1.5% | +151.6% | -150.1% | +1.9% |
| 10Y | +18.5% | +5.5% | +13.0% | +18.8% |
| All | +25.8% | +28.5% | -2.6% | +26.0% |
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