+238.8%
RCL vs VOO
+82.3%
+156.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | -0.5% | +0.5% | -1.0% | -1.4% |
| 30D | -17.3% | -0.9% | -16.4% | -16.0% |
| 3M | -2.8% | +3.9% | -6.6% | -8.7% |
| 6M | -4.4% | +14.5% | -18.9% | -23.0% |
| YTD | -4.2% | +13.0% | -17.1% | -20.9% |
| 1Y | -23.4% | +19.4% | -42.8% | -42.5% |
| 3Y | +179.4% | +78.9% | +100.5% | +9.6% |
| 5Y | +238.8% | +82.3% | +156.5% | +35.2% |
| All | +238.8% | +82.3% | +156.4% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling