+92.9%
VTR vs RRC
+134.0%
-41.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | +0.2% | +6.4% | -6.2% | -0.5% |
| 30D | +5.5% | +23.9% | -18.4% | +2.4% |
| 3M | -0.9% | +30.2% | -31.1% | -4.5% |
| 6M | -0.4% | +26.3% | -26.7% | -3.8% |
| YTD | +17.0% | +48.1% | -31.1% | +10.4% |
| 1Y | +18.0% | +37.7% | -19.7% | +12.2% |
| 3Y | +127.4% | +60.3% | +67.1% | +108.1% |
| All | +92.9% | +134.0% | -41.0% | +75.5% |
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 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