+289.6%
VTI vs RRC
+73.1%
+216.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +2.5% | +6.4% | -3.8% | +1.8% |
| 30D | -1.5% | +23.9% | -25.4% | -4.1% |
| 3M | -3.2% | +30.2% | -33.4% | -6.3% |
| 6M | +2.3% | +26.3% | -23.9% | -0.8% |
| YTD | +11.6% | +48.1% | -36.4% | +5.9% |
| 1Y | +13.8% | +37.7% | -23.9% | +8.8% |
| 3Y | +77.4% | +60.3% | +17.1% | +65.2% |
| 5Y | +64.6% | +135.3% | -70.7% | +43.7% |
| All | +289.6% | +73.1% | +216.5% | +196.5% |
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 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