+616.4%
RCBC vs VT
+363.9%
+252.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +4.0% |
| 7D | +2.5% | -0.3% | +2.9% | +2.6% |
| 30D | +11.0% | -1.4% | +12.4% | +11.1% |
| 3M | +25.3% | -1.4% | +26.7% | +25.4% |
| 6M | +46.7% | +5.5% | +41.2% | +46.3% |
| YTD | +38.2% | +12.8% | +25.4% | +37.4% |
| 1Y | +53.5% | +15.4% | +38.1% | +52.5% |
| 3Y | +197.8% | +76.9% | +121.0% | +191.7% |
| 5Y | +118.6% | +60.4% | +58.2% | +114.4% |
| 10Y | +391.0% | +232.8% | +158.2% | +379.0% |
| All | +616.4% | +363.9% | +252.5% | +666.7% |
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