+28.9%
RCL vs VLTO
+21.9%
+7.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -1.2% | +1.0% | -2.2% | -1.5% |
| 30D | +17.8% | +17.5% | +0.4% | +11.2% |
| 3M | +4.9% | +21.4% | -16.5% | -2.3% |
| 6M | +23.7% | +38.1% | -14.4% | +8.6% |
| YTD | +17.8% | +19.0% | -1.2% | +13.3% |
| 1Y | +28.9% | +20.7% | +8.3% | +22.5% |
| All | +28.9% | +21.9% | +7.0% | +22.5% |
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