+110.2%
RRC price history and return analytics
+57.4%
+52.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.0% |
| 7D | -10.3% | +0.4% | -10.7% | -10.7% |
| 30D | +19.5% | -2.6% | +22.1% | +22.1% |
| 3M | +27.9% | -3.2% | +31.2% | +31.3% |
| 6M | +21.2% | +0.9% | +20.2% | +18.6% |
| YTD | +39.6% | +11.3% | +28.3% | +22.2% |
| 1Y | +31.3% | +14.0% | +17.3% | +11.9% |
| 3Y | +51.9% | +75.8% | -23.9% | -20.7% |
| 5Y | +110.2% | +57.8% | +52.3% | +23.4% |
| All | +110.2% | +57.4% | +52.8% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling