+227.1%
RCL vs VTV
+80.1%
+147.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.2% |
| 7D | -2.2% | -0.7% | -1.5% | -1.0% |
| 30D | -15.7% | -0.5% | -15.2% | -14.8% |
| 3M | -8.0% | +5.3% | -13.3% | -16.4% |
| 6M | -10.1% | +12.9% | -23.0% | -27.9% |
| YTD | -5.9% | +18.5% | -24.4% | -31.0% |
| 1Y | -23.5% | +25.3% | -48.8% | -49.1% |
| 3Y | +174.4% | +68.2% | +106.2% | +6.7% |
| 5Y | +227.1% | +80.6% | +146.5% | +17.9% |
| All | +227.1% | +80.1% | +147.0% | +17.9% |
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