+262.7%
RRR price history and return analytics
+232.0%
+30.7%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | -0.3% |
| 7D | +3.1% | -0.7% | +3.8% | +4.0% |
| 30D | 0.0% | -1.7% | +1.7% | +2.2% |
| 3M | -20.0% | -2.3% | -17.7% | -17.7% |
| 6M | -3.7% | +1.5% | -5.2% | -8.1% |
| YTD | -16.6% | +12.0% | -28.7% | -32.8% |
| 1Y | -11.7% | +12.9% | -24.6% | -29.8% |
| 3Y | +32.0% | +74.9% | -43.0% | -49.9% |
| 5Y | +24.6% | +59.9% | -35.3% | -43.7% |
| 10Y | +202.1% | +224.6% | -22.5% | -42.1% |
| All | +262.7% | +232.0% | +30.7% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling