+528.7%
RCBC vs VT
+374.2%
+154.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +4.3% | +0.4% | +3.8% | +4.2% |
| 30D | +7.0% | +1.0% | +6.1% | +7.0% |
| 3M | +27.9% | +2.4% | +25.6% | +27.8% |
| 6M | +20.9% | +12.0% | +8.9% | +20.3% |
| YTD | +21.3% | +15.3% | +5.9% | +20.5% |
| 1Y | +44.0% | +22.6% | +21.4% | +42.7% |
| 3Y | +171.8% | +74.7% | +97.1% | +166.1% |
| 5Y | +103.2% | +66.1% | +37.0% | +99.0% |
| 10Y | +341.8% | +225.0% | +116.8% | +329.6% |
| All | +528.7% | +374.2% | +154.5% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling