+1,202.4%
VUG vs RRC
+741.3%
+461.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.5% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -7.0% | +25.2% | -32.2% | -10.4% |
| 3M | -3.7% | +27.8% | -31.5% | -7.7% |
| 6M | -1.6% | +27.2% | -28.8% | -5.9% |
| YTD | +5.1% | +48.2% | -43.0% | -2.1% |
| 1Y | +3.8% | +34.7% | -30.9% | -2.1% |
| 3Y | +79.9% | +62.2% | +17.6% | +62.8% |
| 5Y | +66.4% | +130.9% | -64.5% | +37.4% |
| 10Y | +405.3% | +73.4% | +331.8% | +282.4% |
| All | +1,202.4% | +741.3% | +461.1% | +599.7% |
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 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