+234.8%
RCL vs VT
+66.2%
+168.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | +0.4% | -5.5% | -5.8% |
| 30D | -19.0% | +1.0% | -20.0% | -20.4% |
| 3M | -9.6% | +2.4% | -12.0% | -13.4% |
| 6M | -6.7% | +12.0% | -18.7% | -23.2% |
| YTD | -3.9% | +15.3% | -19.3% | -25.0% |
| 1Y | -25.1% | +22.6% | -47.7% | -47.7% |
| 3Y | +179.1% | +74.7% | +104.4% | +4.4% |
| All | +234.8% | +66.2% | +168.6% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling