+178.5%
RCL vs VSXY
+369.6%
-191.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -0.9% |
| 7D | -0.5% | -6.8% | +6.3% | +0.6% |
| 30D | -17.3% | -20.4% | +3.0% | -14.2% |
| 3M | -2.8% | +2.9% | -5.7% | -3.8% |
| 6M | -4.4% | +67.9% | -72.3% | -15.7% |
| YTD | -4.2% | +44.9% | -49.0% | -13.3% |
| 1Y | -23.4% | +205.9% | -229.3% | -40.9% |
| All | +178.5% | +369.6% | -191.1% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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