+5,669.9%
RCL vs VMC
+3,151.8%
+2,518.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.3% | +2.0% |
| 7D | +6.5% | +0.5% | +6.0% | +6.3% |
| 30D | +15.9% | +15.8% | +0.1% | +5.7% |
| 3M | +2.7% | +0.6% | +2.1% | +2.0% |
| 6M | +15.2% | -4.0% | +19.3% | +17.6% |
| YTD | +19.2% | -0.3% | +19.5% | +18.4% |
| 1Y | +31.6% | -0.5% | +32.1% | +31.0% |
| 3Y | +274.2% | +39.6% | +234.6% | +196.0% |
| 5Y | +250.1% | +50.1% | +200.0% | +167.7% |
| 10Y | +388.4% | +163.9% | +224.5% | +156.6% |
| All | +5,669.9% | +3,151.8% | +2,518.2% | +917.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 all: compounded portfolio wealth divided by compounded VMC 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…
all analysis · Full analysis span regression · 6 months rolling