+61.1%
RRC price history and return analytics
+219.2%
-158.1%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.6% |
| 7D | -10.3% | +0.4% | -10.7% | -10.9% |
| 30D | +19.5% | -2.6% | +22.1% | +22.6% |
| 3M | +27.9% | -3.2% | +31.2% | +32.0% |
| 6M | +21.2% | +0.9% | +20.2% | +18.0% |
| YTD | +39.6% | +11.3% | +28.3% | +19.6% |
| 1Y | +31.3% | +14.0% | +17.3% | +9.2% |
| 3Y | +51.9% | +75.8% | -23.9% | -25.4% |
| 5Y | +110.2% | +57.8% | +52.3% | +18.0% |
| All | +61.1% | +219.2% | -158.1% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling