+375.0%
RCL vs VOO
+306.9%
+68.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.4% |
| 7D | +8.5% | -0.6% | +9.1% | +9.5% |
| 30D | +20.4% | -3.6% | +24.0% | +27.8% |
| 3M | +11.0% | -2.7% | +13.7% | +15.9% |
| 6M | +24.9% | +2.2% | +22.6% | +20.4% |
| YTD | +23.9% | +10.9% | +13.0% | +5.4% |
| 1Y | +30.8% | +11.3% | +19.5% | +10.6% |
| 3Y | +270.4% | +76.9% | +193.5% | +49.6% |
| 5Y | +296.1% | +73.5% | +222.6% | +72.6% |
| 10Y | +375.0% | +307.7% | +67.4% | -31.0% |
| All | +375.0% | +306.9% | +68.1% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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