+176.3%
RCBC vs VT
+69.7%
+106.5%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.1% | -2.3% | +3.4% | +1.9% |
| 30D | +7.3% | -5.0% | +12.2% | +8.9% |
| 3M | +25.3% | -4.9% | +30.1% | +27.2% |
| 6M | +41.7% | -1.5% | +43.3% | +42.3% |
| YTD | +34.0% | +8.5% | +25.6% | +30.3% |
| 1Y | +50.6% | +11.4% | +39.2% | +44.9% |
| 3Y | +176.3% | +70.1% | +106.2% | +120.6% |
| All | +176.3% | +69.7% | +106.5% | +120.6% |
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