+201.8%
RRR price history and return analytics
+221.8%
-20.0%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +1.3% | +2.4% | -1.0% | -2.4% |
| 30D | -1.8% | -1.5% | -0.3% | 0.0% |
| 3M | -20.9% | -4.1% | -16.8% | -16.0% |
| 6M | -3.4% | +0.6% | -4.0% | -6.5% |
| YTD | -18.8% | +11.0% | -29.9% | -34.0% |
| 1Y | -14.3% | +13.3% | -27.7% | -32.8% |
| 3Y | +31.2% | +73.4% | -42.2% | -50.8% |
| 5Y | +21.8% | +57.4% | -35.6% | -44.6% |
| All | +201.8% | +221.8% | -20.0% | -48.3% |
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