+301.8%
RCL vs VT
+59.8%
+242.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -3.4% |
| 7D | +0.6% | -0.7% | +1.3% | +1.6% |
| 30D | +19.4% | -1.7% | +21.2% | +23.1% |
| 3M | +9.8% | -2.3% | +12.1% | +14.1% |
| 6M | +28.6% | +1.5% | +27.1% | +24.8% |
| YTD | +22.2% | +12.0% | +10.1% | -0.1% |
| 1Y | +29.7% | +12.9% | +16.9% | +4.7% |
| 3Y | +265.3% | +74.9% | +190.4% | +33.2% |
| 5Y | +301.8% | +59.9% | +241.8% | +87.3% |
| All | +301.8% | +59.8% | +242.0% | +87.3% |
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