-23.5%
RCL vs VEU
+25.0%
-48.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.9% |
| 7D | -2.2% | +0.3% | -2.5% | -2.6% |
| 30D | -15.7% | +0.7% | -16.3% | -16.4% |
| 3M | -8.0% | +4.7% | -12.7% | -13.5% |
| 6M | -10.1% | +11.6% | -21.8% | -22.1% |
| YTD | -5.9% | +16.8% | -22.7% | -22.7% |
| 1Y | -23.5% | +24.9% | -48.4% | -40.2% |
| All | -23.5% | +25.0% | -48.5% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling