+1,610.9%
RCL vs VT
+345.0%
+1,265.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +0.9% | +3.5% |
| 7D | +3.9% | -4.2% | +8.1% | +11.3% |
| 30D | +11.8% | -5.8% | +17.6% | +23.2% |
| 3M | -0.8% | -5.2% | +4.4% | +8.1% |
| 6M | +23.6% | +0.1% | +23.5% | +23.4% |
| YTD | +17.6% | +8.2% | +9.4% | +4.1% |
| 1Y | +28.3% | +10.1% | +18.2% | +10.4% |
| 3Y | +261.4% | +69.7% | +191.8% | +57.1% |
| 5Y | +245.3% | +53.4% | +192.0% | +88.3% |
| 10Y | +381.8% | +219.2% | +162.6% | -3.3% |
| All | +1,610.9% | +345.0% | +1,265.9% | +153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling