+1,247.7%
RCL vs VCIT
+98.3%
+1,149.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -0.3% | -4.7% | -4.7% |
| 30D | -19.0% | -0.8% | -18.2% | -18.2% |
| 3M | -9.6% | -1.0% | -8.6% | -8.3% |
| 6M | -6.7% | -1.8% | -4.9% | -4.1% |
| YTD | -3.9% | -0.7% | -3.2% | -2.5% |
| 1Y | -25.1% | +1.0% | -26.1% | -25.4% |
| 3Y | +179.1% | +18.8% | +160.3% | +132.9% |
| 5Y | +243.3% | +3.5% | +239.8% | +228.2% |
| 10Y | +325.8% | +29.2% | +296.5% | +283.1% |
| All | +1,247.7% | +98.3% | +1,149.4% | +2,035.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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