+330.2%
RCL vs VO
+197.6%
+132.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.1% | -2.5% |
| 7D | -0.2% | +2.9% | -3.2% | -5.1% |
| 30D | +14.4% | +1.0% | +13.4% | +12.5% |
| 3M | +5.2% | -1.7% | +6.9% | +8.4% |
| 6M | +26.1% | +6.7% | +19.4% | +13.6% |
| YTD | +17.4% | +14.0% | +3.4% | -4.8% |
| 1Y | +24.7% | +13.7% | +11.0% | +1.8% |
| 3Y | +250.9% | +65.8% | +185.1% | +55.5% |
| 5Y | +293.8% | +36.6% | +257.2% | +154.5% |
| All | +330.2% | +197.6% | +132.6% | +2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling