+901.9%
RCL vs VEU
+174.3%
+727.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.1% | -2.7% |
| 7D | -0.2% | +2.4% | -2.6% | -3.5% |
| 30D | +14.4% | -2.0% | +16.4% | +17.8% |
| 3M | +5.2% | -5.1% | +10.3% | +13.1% |
| 6M | +26.1% | -0.7% | +26.8% | +26.7% |
| YTD | +17.4% | +11.0% | +6.4% | +1.1% |
| 1Y | +24.7% | +12.4% | +12.3% | +5.6% |
| 3Y | +250.9% | +69.8% | +181.2% | +65.7% |
| 5Y | +293.8% | +48.2% | +245.6% | +137.9% |
| 10Y | +342.4% | +148.1% | +194.2% | +54.1% |
| All | +901.9% | +174.3% | +727.5% | +199.7% |
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