-25.1%
RCL vs VO
+15.8%
-40.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | +0.3% |
| 7D | -5.1% | -0.3% | -4.8% | -4.6% |
| 30D | -19.0% | -0.3% | -18.7% | -18.5% |
| 3M | -9.6% | +2.9% | -12.5% | -14.7% |
| 6M | -6.7% | +9.3% | -16.0% | -21.7% |
| YTD | -3.9% | +14.2% | -18.1% | -25.8% |
| 1Y | -25.1% | +15.3% | -40.3% | -43.5% |
| All | -25.1% | +15.8% | -40.9% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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