+274.2%
RCL vs VLTO
+56.4%
+217.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | 0.0% |
| 7D | -1.2% | +1.0% | -2.2% | -1.7% |
| 30D | +17.8% | +17.5% | +0.4% | +7.6% |
| 3M | +4.9% | +21.4% | -16.5% | -6.2% |
| 6M | +23.7% | +38.1% | -14.4% | +1.8% |
| YTD | +17.8% | +19.0% | -1.2% | +6.3% |
| 1Y | +28.9% | +20.7% | +8.3% | +15.2% |
| 3Y | +241.9% | +64.3% | +177.6% | +166.9% |
| All | +274.2% | +56.4% | +217.8% | +198.8% |
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