+592.1%
RCBC vs VT
+345.0%
+247.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -3.2% |
| 7D | -0.6% | -4.2% | +3.6% | -0.4% |
| 30D | +6.7% | -5.8% | +12.5% | +7.0% |
| 3M | +17.8% | -5.2% | +23.1% | +18.1% |
| 6M | +41.8% | +0.1% | +41.7% | +41.8% |
| YTD | +33.5% | +8.2% | +25.3% | +33.0% |
| 1Y | +50.0% | +10.1% | +39.9% | +49.3% |
| 3Y | +187.8% | +69.7% | +118.1% | +182.4% |
| 5Y | +116.1% | +53.4% | +62.8% | +112.4% |
| 10Y | +374.4% | +219.2% | +155.2% | +363.7% |
| All | +592.1% | +345.0% | +247.2% | +642.2% |
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