+360.5%
RCL vs VEU
+149.7%
+210.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.9% |
| 7D | +0.6% | -0.5% | +1.1% | +1.3% |
| 30D | +19.4% | -1.0% | +20.4% | +21.5% |
| 3M | +9.8% | -3.6% | +13.4% | +16.4% |
| 6M | +28.6% | -1.2% | +29.8% | +29.8% |
| YTD | +22.2% | +12.0% | +10.2% | -0.7% |
| 1Y | +29.7% | +13.9% | +15.8% | +2.4% |
| 3Y | +265.3% | +71.3% | +194.0% | +37.4% |
| 5Y | +301.8% | +50.3% | +251.5% | +101.9% |
| 10Y | +360.5% | +150.3% | +210.2% | +32.2% |
| All | +360.5% | +149.7% | +210.8% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling