+377.9%
RCBC vs VT
+223.7%
+154.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.2% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | +7.4% | -2.6% | +10.0% | +8.0% |
| 3M | +25.6% | -3.2% | +28.9% | +26.5% |
| 6M | +42.8% | +0.9% | +41.8% | +42.5% |
| YTD | +35.0% | +11.3% | +23.7% | +32.0% |
| 1Y | +51.7% | +14.0% | +37.7% | +47.5% |
| 3Y | +188.2% | +75.8% | +112.4% | +157.8% |
| 5Y | +118.6% | +57.8% | +60.8% | +99.5% |
| 10Y | +377.9% | +219.8% | +158.1% | +288.2% |
| All | +377.9% | +223.7% | +154.2% | +288.2% |
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