-14.4%
RCEL vs VT
+53.4%
-67.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.4% |
| 7D | +6.0% | -2.3% | +8.3% | +10.2% |
| 30D | +27.1% | -5.0% | +32.1% | +38.4% |
| 3M | +249.3% | -4.9% | +254.1% | +281.3% |
| 6M | +275.3% | -1.5% | +276.9% | +284.4% |
| YTD | +380.9% | +8.5% | +372.4% | +324.5% |
| 1Y | +387.9% | +11.4% | +376.6% | +312.1% |
| 3Y | +59.1% | +70.1% | -11.0% | -31.0% |
| All | -14.4% | +53.4% | -67.8% | -53.2% |
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 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