+57.2%
RRR price history and return analytics
+65.7%
-8.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.2% |
| 7D | -3.2% | -0.1% | -3.1% | -3.0% |
| 30D | -10.2% | -0.7% | -9.6% | -9.5% |
| 3M | -7.6% | +4.0% | -11.6% | -12.7% |
| 6M | -4.5% | +12.3% | -16.8% | -18.9% |
| YTD | -9.0% | +14.0% | -23.1% | -24.4% |
| 1Y | -6.8% | +20.3% | -27.1% | -28.2% |
| 3Y | +43.8% | +75.4% | -31.6% | -33.1% |
| 5Y | +57.2% | +66.0% | -8.7% | -20.4% |
| All | +57.2% | +65.7% | -8.5% | -20.4% |
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