+55.4%
VXUS vs RRC
+153.5%
-98.1%
-29.0%
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 | +1.6% | -1.2% | +2.8% | +1.7% |
| 30D | +1.0% | +9.4% | -8.4% | 0.0% |
| 3M | +5.7% | +7.4% | -1.7% | +4.7% |
| 6M | +13.6% | +1.5% | +12.1% | +13.0% |
| YTD | +17.4% | +19.4% | -2.0% | +14.5% |
| 1Y | +25.1% | +24.2% | +0.8% | +21.1% |
| 3Y | +75.8% | +32.8% | +43.0% | +67.0% |
| 5Y | +55.4% | +152.9% | -97.5% | +37.4% |
| All | +55.4% | +153.5% | -98.1% | +37.4% |
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