+234.8%
RCL vs VIG
+63.1%
+171.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.7% |
| 7D | -5.1% | -0.4% | -4.7% | -4.3% |
| 30D | -19.0% | -1.0% | -18.0% | -17.5% |
| 3M | -9.6% | +2.8% | -12.3% | -13.7% |
| 6M | -6.7% | +8.2% | -14.9% | -18.4% |
| YTD | -3.9% | +11.0% | -14.9% | -19.5% |
| 1Y | -25.1% | +16.1% | -41.2% | -42.0% |
| 3Y | +179.1% | +56.2% | +123.0% | +30.0% |
| All | +234.8% | +63.1% | +171.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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