+32.0%
RCL vs VTRS
+90.6%
-58.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +5.9% |
| 7D | +11.7% | +2.4% | +9.3% | +10.9% |
| 30D | +21.1% | +9.1% | +12.1% | +18.1% |
| 3M | +2.9% | +9.4% | -6.5% | 0.0% |
| 6M | +29.8% | +28.3% | +1.5% | +19.9% |
| YTD | +21.4% | +58.0% | -36.6% | +5.5% |
| 1Y | +32.0% | +89.7% | -57.7% | +12.3% |
| All | +32.0% | +90.6% | -58.6% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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