+33.4%
VWO vs RRC
+150.0%
-116.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.9% | -1.6% |
| 7D | -1.7% | -1.2% | -0.6% | -1.6% |
| 30D | -0.3% | +3.0% | -3.3% | -0.6% |
| 3M | +4.0% | +7.3% | -3.3% | +3.2% |
| 6M | +8.1% | +3.6% | +4.5% | +7.5% |
| YTD | +11.6% | +19.4% | -7.7% | +9.2% |
| 1Y | +16.2% | +21.4% | -5.2% | +13.4% |
| 3Y | +63.3% | +32.8% | +30.5% | +56.4% |
| 5Y | +33.4% | +152.0% | -118.6% | +20.6% |
| All | +33.4% | +150.0% | -116.6% | +20.6% |
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