+29.7%
RCL vs VCLT
-3.4%
+33.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.8% |
| 7D | +0.6% | -0.6% | +1.2% | +1.7% |
| 30D | +19.4% | +2.8% | +16.6% | +13.0% |
| 3M | +9.8% | -0.4% | +10.2% | +11.0% |
| 6M | +28.6% | -3.1% | +31.7% | +40.4% |
| YTD | +22.2% | -2.7% | +24.8% | +32.8% |
| 1Y | +29.7% | -3.7% | +33.4% | +43.5% |
| All | +29.7% | -3.4% | +33.1% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling