+241.9%
RCL vs VO
+66.5%
+175.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | +3.1% | -4.3% | -6.3% |
| 30D | +17.8% | +2.2% | +15.7% | +13.5% |
| 3M | +4.9% | -2.5% | +7.4% | +9.8% |
| 6M | +23.7% | +7.0% | +16.8% | +10.8% |
| YTD | +17.8% | +14.0% | +3.8% | -4.7% |
| 1Y | +28.9% | +15.6% | +13.3% | +2.0% |
| 3Y | +241.9% | +66.2% | +175.7% | +77.1% |
| All | +241.9% | +66.5% | +175.3% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling