+28.9%
RCL vs VO
+14.1%
+14.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | +3.1% | -4.3% | -6.8% |
| 30D | +17.8% | +2.2% | +15.7% | +13.0% |
| 3M | +4.9% | -2.5% | +7.4% | +10.8% |
| 6M | +23.7% | +7.0% | +16.8% | +8.5% |
| YTD | +17.8% | +14.0% | +3.8% | -8.9% |
| 1Y | +28.9% | +15.6% | +13.3% | -2.8% |
| All | +28.9% | +14.1% | +14.8% | -2.8% |
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