+29.7%
RCL vs VEU
+14.2%
+15.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.5% |
| 7D | +0.6% | -0.5% | +1.1% | +1.2% |
| 30D | +19.4% | -1.0% | +20.4% | +20.9% |
| 3M | +9.8% | -3.6% | +13.4% | +14.6% |
| 6M | +28.6% | -1.2% | +29.8% | +29.5% |
| YTD | +22.2% | +12.0% | +10.2% | +1.8% |
| 1Y | +29.7% | +13.9% | +15.8% | +5.1% |
| All | +29.7% | +14.2% | +15.5% | +5.1% |
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