+1,250.4%
VUG vs RRC
+579.7%
+670.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -0.1% | +1.3% | -1.4% | -0.3% |
| 30D | -0.3% | +10.1% | -10.4% | -1.8% |
| 3M | -0.7% | +4.0% | -4.7% | -1.5% |
| 6M | +14.6% | +1.6% | +13.0% | +13.8% |
| YTD | +9.0% | +19.7% | -10.7% | +5.3% |
| 1Y | +14.9% | +21.4% | -6.6% | +10.3% |
| 3Y | +86.0% | +29.7% | +56.4% | +74.6% |
| 5Y | +76.7% | +153.9% | -77.2% | +43.6% |
| 10Y | +411.3% | +10.8% | +400.5% | +320.5% |
| All | +1,250.4% | +579.7% | +670.7% | +652.7% |
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