+76.3%
VUG vs RRC
+153.5%
-77.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.9% | -1.2% | +2.1% | +1.0% |
| 30D | -1.4% | +9.4% | -10.9% | -2.7% |
| 3M | +2.3% | +7.4% | -5.1% | +1.1% |
| 6M | +15.7% | +1.5% | +14.2% | +14.9% |
| YTD | +8.6% | +19.4% | -10.8% | +4.9% |
| 1Y | +14.1% | +24.2% | -10.2% | +9.1% |
| 3Y | +87.9% | +32.8% | +55.1% | +75.9% |
| 5Y | +76.3% | +152.9% | -76.6% | +51.7% |
| All | +76.3% | +153.5% | -77.2% | +51.7% |
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