+776.1%
IVV vs RCL
+1,472.5%
-696.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +0.1% | -5.1% | +5.2% | +1.3% |
| 30D | +0.1% | -19.0% | +19.1% | +4.7% |
| 3M | +2.0% | -9.6% | +11.6% | +3.9% |
| 6M | +13.0% | -6.7% | +19.7% | +13.7% |
| YTD | +13.6% | -3.9% | +17.5% | +12.6% |
| 1Y | +20.1% | -25.1% | +45.2% | +25.1% |
| 3Y | +77.6% | +179.1% | -101.5% | +35.2% |
| 5Y | +82.5% | +243.3% | -160.8% | +25.6% |
| 10Y | +316.5% | +325.8% | -9.2% | +130.8% |
| All | +776.1% | +1,472.5% | -696.3% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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