+32.0%
RCL vs VTR
+22.5%
+9.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +6.4% |
| 7D | +11.7% | +10.0% | +1.7% | +12.1% |
| 30D | +21.1% | +9.6% | +11.5% | +21.1% |
| 3M | +2.9% | -1.2% | +4.1% | +2.5% |
| 6M | +29.8% | +2.8% | +27.0% | +30.4% |
| YTD | +21.4% | +17.4% | +4.0% | +24.4% |
| 1Y | +32.0% | +22.0% | +10.0% | +34.8% |
| All | +32.0% | +22.5% | +9.6% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling