+74.2%
VTI vs RRC
+31.5%
+42.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -2.0% | -1.2% | -0.9% | -1.9% |
| 30D | -1.9% | +3.0% | -4.9% | -2.4% |
| 3M | +4.5% | +7.3% | -2.7% | +3.3% |
| 6M | +12.6% | +3.6% | +9.0% | +11.4% |
| YTD | +12.0% | +19.4% | -7.4% | +7.8% |
| 1Y | +17.3% | +21.4% | -4.1% | +12.0% |
| All | +74.2% | +31.5% | +42.8% | +61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling