+292.2%
RCL vs VTV
+77.3%
+214.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | 0.0% |
| 7D | -1.2% | +2.9% | -4.1% | -6.4% |
| 30D | +17.8% | +3.8% | +14.1% | +9.9% |
| 3M | +4.9% | +1.6% | +3.4% | +2.0% |
| 6M | +23.7% | +11.2% | +12.5% | +1.3% |
| YTD | +17.8% | +22.0% | -4.2% | -18.6% |
| 1Y | +28.9% | +24.9% | +4.0% | -14.5% |
| 3Y | +241.9% | +78.5% | +163.4% | +16.5% |
| All | +292.2% | +77.3% | +214.9% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling