+725.0%
VTV vs RRC
+579.7%
+145.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.1% |
| 7D | +0.5% | +1.3% | -0.8% | +0.3% |
| 30D | +1.1% | +10.1% | -9.0% | -0.5% |
| 3M | +5.9% | +4.0% | +1.9% | +5.0% |
| 6M | +11.6% | +1.6% | +10.0% | +10.8% |
| YTD | +19.8% | +19.7% | +0.1% | +15.6% |
| 1Y | +26.2% | +21.4% | +4.8% | +21.1% |
| 3Y | +68.5% | +29.7% | +38.8% | +57.2% |
| 5Y | +79.9% | +153.9% | -74.0% | +42.9% |
| 10Y | +229.7% | +10.8% | +218.9% | +164.3% |
| All | +725.0% | +579.7% | +145.3% | +324.1% |
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