+226.6%
RCL vs VTEB
+0.8%
+225.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.8% |
| 7D | -2.5% | -1.2% | -1.2% | -0.6% |
| 30D | -15.7% | -2.9% | -12.8% | -11.8% |
| 3M | -3.6% | -3.2% | -0.5% | +1.3% |
| 6M | -8.7% | -2.6% | -6.0% | -4.6% |
| YTD | -6.2% | -1.8% | -4.3% | -2.8% |
| 1Y | -22.9% | +0.2% | -23.1% | -22.0% |
| 3Y | +173.6% | +8.2% | +165.4% | +140.8% |
| 5Y | +226.6% | +0.8% | +225.7% | +132.0% |
| All | +226.6% | +0.8% | +225.8% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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