+301.8%
RCL vs VIAV
+116.1%
+185.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -3.1% |
| 7D | +0.6% | +12.3% | -11.7% | -2.9% |
| 30D | +19.4% | -21.0% | +40.4% | +25.7% |
| 3M | +9.8% | -14.1% | +23.8% | +10.9% |
| 6M | +28.6% | -39.9% | +68.6% | +42.0% |
| YTD | +22.2% | +85.2% | -63.0% | -16.7% |
| 1Y | +29.7% | +84.3% | -54.5% | -11.7% |
| 3Y | +265.3% | +320.9% | -55.6% | +58.5% |
| 5Y | +301.8% | +117.5% | +184.2% | +134.4% |
| All | +301.8% | +116.1% | +185.6% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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