+2,992.8%
RCL vs VTR
+1,485.3%
+1,507.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.8% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | +17.8% | +5.5% | +12.4% | +14.9% |
| 3M | +4.9% | -0.9% | +5.9% | +5.1% |
| 6M | +23.7% | -0.4% | +24.1% | +22.5% |
| YTD | +17.8% | +17.0% | +0.8% | +8.1% |
| 1Y | +28.9% | +18.0% | +11.0% | +17.7% |
| 3Y | +241.9% | +127.4% | +114.5% | +127.0% |
| 5Y | +295.4% | +92.3% | +203.1% | +182.1% |
| 10Y | +344.1% | +129.6% | +214.5% | +191.6% |
| All | +2,992.8% | +1,485.3% | +1,507.5% | +1,169.1% |
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