+227.1%
RCL vs VEU
+56.2%
+171.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.6% |
| 7D | -2.2% | +0.3% | -2.5% | -2.7% |
| 30D | -15.7% | +0.7% | -16.3% | -16.6% |
| 3M | -8.0% | +4.7% | -12.7% | -14.7% |
| 6M | -10.1% | +11.6% | -21.8% | -24.3% |
| YTD | -5.9% | +16.8% | -22.7% | -26.5% |
| 1Y | -23.5% | +24.9% | -48.4% | -46.4% |
| 3Y | +174.4% | +75.7% | +98.6% | +7.4% |
| 5Y | +227.1% | +56.1% | +171.0% | +59.4% |
| All | +227.1% | +56.2% | +171.0% | +59.4% |
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