+184.8%
RCBC vs VT
+76.6%
+108.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.5% |
| 7D | +2.5% | -0.3% | +2.9% | +2.6% |
| 30D | +11.0% | -1.4% | +12.4% | +11.4% |
| 3M | +25.3% | -1.4% | +26.7% | +25.8% |
| 6M | +46.7% | +5.5% | +41.2% | +44.2% |
| YTD | +38.2% | +12.8% | +25.4% | +32.7% |
| 1Y | +53.5% | +15.4% | +38.1% | +46.1% |
| All | +184.8% | +76.6% | +108.3% | +124.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling