+1,190.7%
VUG vs RRC
+692.5%
+498.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | +0.5% | -10.3% | +10.8% | +2.2% |
| 30D | -8.2% | +19.5% | -27.6% | -10.9% |
| 3M | -5.4% | +27.9% | -33.4% | -9.4% |
| 6M | -2.5% | +21.2% | -23.7% | -6.0% |
| YTD | +4.2% | +39.6% | -35.4% | -2.1% |
| 1Y | +5.0% | +31.3% | -26.2% | -0.5% |
| 3Y | +81.7% | +51.9% | +29.8% | +66.2% |
| 5Y | +62.5% | +110.2% | -47.6% | +36.2% |
| 10Y | +396.3% | +56.7% | +339.7% | +282.5% |
| All | +1,190.7% | +692.5% | +498.2% | +599.8% |
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