+566.5%
VTRS vs RRC
+1,194.1%
-627.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -3.5% | -1.7% | -1.7% | -3.3% |
| 30D | +2.1% | +3.6% | -1.5% | +1.8% |
| 3M | +2.6% | +8.8% | -6.2% | +1.7% |
| 6M | +17.8% | +0.8% | +17.0% | +17.3% |
| YTD | +35.7% | +19.0% | +16.7% | +32.8% |
| 1Y | +63.5% | +22.9% | +40.6% | +59.2% |
| 3Y | +85.1% | +32.3% | +52.8% | +77.6% |
| 5Y | +42.5% | +151.6% | -109.1% | +26.1% |
| 10Y | -48.2% | +5.5% | -53.7% | -55.3% |
| All | +566.5% | +1,194.1% | -627.6% | +448.5% |
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 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