+296.1%
RCL vs VCLT
-17.9%
+314.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.6% |
| 7D | +8.5% | +0.2% | +8.3% | +8.4% |
| 30D | +20.4% | +2.3% | +18.1% | +18.4% |
| 3M | +11.0% | -1.1% | +12.0% | +11.9% |
| 6M | +24.9% | -4.2% | +29.0% | +29.1% |
| YTD | +23.9% | -3.4% | +27.2% | +27.7% |
| 1Y | +30.8% | -3.8% | +34.6% | +35.2% |
| 3Y | +270.4% | +14.7% | +255.7% | +242.8% |
| 5Y | +296.1% | -16.7% | +312.8% | +210.1% |
| All | +296.1% | -17.9% | +314.0% | +210.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling