+307.4%
RCL vs VEU
+49.0%
+258.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.9% |
| 7D | +8.5% | +0.5% | +8.0% | +7.7% |
| 30D | +20.4% | -2.3% | +22.7% | +24.8% |
| 3M | +11.0% | -4.4% | +15.4% | +18.6% |
| 6M | +24.9% | -2.2% | +27.0% | +28.1% |
| YTD | +23.9% | +10.9% | +12.9% | +4.0% |
| 1Y | +30.8% | +13.4% | +17.5% | +6.2% |
| 3Y | +270.4% | +69.7% | +200.7% | +48.6% |
| All | +307.4% | +49.0% | +258.4% | +137.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling