+117.5%
RCBC vs VT
+57.5%
+60.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +6.9% | -3.1% | +10.0% | +7.4% |
| 3M | +24.8% | -3.5% | +28.3% | +25.5% |
| 6M | +42.1% | +0.5% | +41.6% | +42.0% |
| YTD | +34.4% | +10.8% | +23.6% | +32.4% |
| 1Y | +51.4% | +11.9% | +39.5% | +48.9% |
| 3Y | +186.9% | +73.0% | +113.9% | +171.7% |
| 5Y | +117.5% | +58.6% | +58.9% | +105.4% |
| All | +117.5% | +57.5% | +60.0% | +105.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling