+1,481.1%
VTR vs RRC
+296.1%
+1,185.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | -1.7% | +1.3% | -3.0% | -1.9% |
| 30D | -2.4% | +10.1% | -12.6% | -3.9% |
| 3M | +14.8% | +4.0% | +10.8% | +13.9% |
| 6M | +5.3% | +1.6% | +3.8% | +4.7% |
| YTD | +18.1% | +19.7% | -1.6% | +14.3% |
| 1Y | +36.7% | +21.4% | +15.3% | +31.6% |
| 3Y | +130.1% | +29.7% | +100.4% | +115.7% |
| 5Y | +89.5% | +153.9% | -64.4% | +54.0% |
| 10Y | +87.4% | +10.8% | +76.5% | +48.4% |
| All | +1,481.1% | +296.1% | +1,185.0% | +978.3% |
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