+376.2%
RCBC vs VT
+215.5%
+160.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.1% | -2.3% | +3.4% | +1.6% |
| 30D | +7.3% | -5.0% | +12.2% | +8.4% |
| 3M | +25.3% | -4.9% | +30.1% | +26.5% |
| 6M | +41.7% | -1.5% | +43.3% | +42.1% |
| YTD | +34.0% | +8.5% | +25.6% | +31.7% |
| 1Y | +50.6% | +11.4% | +39.2% | +47.1% |
| 3Y | +176.3% | +70.1% | +106.2% | +148.7% |
| 5Y | +117.0% | +53.7% | +63.3% | +99.1% |
| All | +376.2% | +215.5% | +160.7% | +288.5% |
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