+1,013.3%
RCL vs VOO
+817.1%
+196.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.5% |
| 7D | -5.1% | +0.1% | -5.2% | -5.3% |
| 30D | -19.0% | +0.1% | -19.1% | -19.1% |
| 3M | -9.6% | +2.0% | -11.6% | -12.4% |
| 6M | -6.7% | +13.0% | -19.7% | -22.9% |
| YTD | -3.9% | +13.6% | -17.5% | -21.2% |
| 1Y | -25.1% | +20.1% | -45.2% | -44.0% |
| 3Y | +179.1% | +77.6% | +101.6% | +12.9% |
| 5Y | +243.3% | +82.4% | +160.9% | +38.8% |
| 10Y | +325.8% | +316.8% | +8.9% | -48.1% |
| All | +1,013.3% | +817.1% | +196.2% | -67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling