+30.8%
RCL vs VLTO
+20.4%
+10.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +8.5% | +1.6% | +6.9% | +7.9% |
| 30D | +20.4% | +22.0% | -1.6% | +12.0% |
| 3M | +11.0% | +21.9% | -10.9% | +3.3% |
| 6M | +24.9% | +36.5% | -11.7% | +10.5% |
| YTD | +23.9% | +19.0% | +4.9% | +19.0% |
| 1Y | +30.8% | +21.0% | +9.8% | +23.9% |
| All | +30.8% | +20.4% | +10.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling