+1,549.8%
RCL vs VCIT
+96.6%
+1,453.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.4% | -3.4% |
| 7D | +3.9% | +0.5% | +3.5% | +3.4% |
| 30D | +11.8% | +2.1% | +9.7% | +9.1% |
| 3M | -0.8% | -1.6% | +0.7% | +1.1% |
| 6M | +23.6% | -1.6% | +25.2% | +26.4% |
| YTD | +17.6% | -1.5% | +19.1% | +20.5% |
| 1Y | +28.3% | -0.4% | +28.7% | +29.8% |
| 3Y | +261.4% | +19.6% | +241.9% | +199.9% |
| 5Y | +245.3% | +3.3% | +242.1% | +231.1% |
| 10Y | +381.8% | +28.9% | +352.9% | +340.2% |
| All | +1,549.8% | +96.6% | +1,453.2% | +2,539.1% |
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