+720.3%
RCL vs VEU
+192.1%
+528.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.9% |
| 7D | -5.1% | +1.1% | -6.2% | -6.6% |
| 30D | -19.0% | +2.2% | -21.2% | -21.5% |
| 3M | -9.6% | +3.0% | -12.6% | -13.7% |
| 6M | -6.7% | +10.9% | -17.6% | -19.2% |
| YTD | -3.9% | +18.2% | -22.1% | -24.2% |
| 1Y | -25.1% | +28.3% | -53.4% | -47.5% |
| 3Y | +179.1% | +74.6% | +104.5% | +27.1% |
| 5Y | +243.3% | +56.4% | +186.9% | +91.9% |
| 10Y | +325.8% | +153.0% | +172.8% | +43.1% |
| All | +720.3% | +192.1% | +528.1% | +124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling