+380.4%
RCL vs VT
+215.5%
+164.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.0% |
| 7D | +6.5% | -2.3% | +8.8% | +11.0% |
| 30D | +15.9% | -5.0% | +20.8% | +26.9% |
| 3M | +2.7% | -4.9% | +7.5% | +12.1% |
| 6M | +15.2% | -1.5% | +16.8% | +18.1% |
| YTD | +19.2% | +8.5% | +10.8% | +3.4% |
| 1Y | +31.6% | +11.4% | +20.2% | +8.8% |
| 3Y | +274.2% | +70.1% | +204.1% | +45.2% |
| 5Y | +250.1% | +53.7% | +196.3% | +73.1% |
| All | +380.4% | +215.5% | +164.9% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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