+261.1%
RCL vs VFC
-67.4%
+328.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | +6.5% | +11.2% | -4.7% | +2.6% |
| 30D | +15.9% | +41.5% | -25.6% | +2.4% |
| 3M | +2.7% | +38.9% | -36.3% | -8.8% |
| 6M | +15.2% | +6.1% | +9.1% | +11.4% |
| YTD | +19.2% | +14.5% | +4.7% | +12.1% |
| 1Y | +31.6% | +46.0% | -14.3% | +13.8% |
| 3Y | +274.2% | +36.4% | +237.8% | +193.4% |
| All | +261.1% | -67.4% | +328.6% | +697.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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