+15.2%
RCL vs VSH
-29.0%
+44.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.7% | -4.3% | +0.7% |
| 7D | +6.5% | -12.9% | +19.4% | +7.9% |
| 30D | +15.9% | -36.9% | +52.7% | +21.3% |
| 3M | +2.7% | -28.8% | +31.4% | +6.0% |
| 6M | +15.2% | -30.3% | +45.5% | +20.1% |
| All | +15.2% | -29.0% | +44.2% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 6mo: compounded portfolio wealth divided by compounded VSH 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…
6mo analysis · Full analysis span regression · 6 months rolling