-24.5%
RCL vs VTRS
+66.8%
-91.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -1.9% | -2.2% | +0.3% | -1.2% |
| 30D | -15.5% | +3.3% | -18.9% | -16.4% |
| 3M | -9.7% | +2.0% | -11.6% | -10.4% |
| 6M | -8.7% | +19.9% | -28.7% | -14.9% |
| YTD | -5.8% | +35.7% | -41.5% | -15.9% |
| 1Y | -24.5% | +68.1% | -92.5% | -35.9% |
| All | -24.5% | +66.8% | -91.2% | -35.9% |
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