+2,422.1%
RCL vs VTR
+1,499.7%
+922.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.8% |
| 7D | -5.1% | -1.7% | -3.4% | -4.4% |
| 30D | -19.0% | -2.4% | -16.6% | -18.2% |
| 3M | -9.6% | +14.8% | -24.4% | -15.7% |
| 6M | -6.7% | +5.3% | -12.0% | -9.9% |
| YTD | -3.9% | +18.1% | -22.0% | -12.0% |
| 1Y | -25.1% | +36.7% | -61.8% | -36.0% |
| 3Y | +179.1% | +130.1% | +49.0% | +84.2% |
| 5Y | +243.3% | +89.5% | +153.8% | +146.4% |
| 10Y | +325.8% | +87.4% | +238.4% | +200.2% |
| All | +2,422.1% | +1,499.7% | +922.4% | +933.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling