+290.1%
RCL vs VLTO
+56.1%
+234.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.5% |
| 7D | +5.0% | +2.0% | +2.9% | +3.8% |
| 30D | +19.4% | +21.8% | -2.4% | +6.7% |
| 3M | +5.9% | +20.2% | -14.3% | -4.8% |
| 6M | +23.8% | +36.3% | -12.5% | +2.7% |
| YTD | +22.8% | +18.8% | +4.0% | +10.9% |
| 1Y | +34.3% | +20.4% | +13.9% | +20.1% |
| 3Y | +276.4% | +71.9% | +204.5% | +185.8% |
| All | +290.1% | +56.1% | +234.0% | +211.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling