+29.7%
RCL vs VO
+13.8%
+15.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | -2.1% |
| 7D | +5.0% | -0.1% | +5.1% | +5.2% |
| 30D | +19.4% | +0.5% | +18.9% | +18.3% |
| 3M | +5.9% | -1.0% | +7.0% | +8.3% |
| 6M | +23.8% | +6.4% | +17.4% | +9.6% |
| YTD | +22.8% | +13.6% | +9.2% | -4.2% |
| All | +29.7% | +13.8% | +15.9% | +1.6% |
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