+906.3%
RCL vs VTV
+736.6%
+169.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.1% |
| 7D | -1.2% | +2.9% | -4.1% | -5.8% |
| 30D | +17.8% | +3.8% | +14.1% | +11.0% |
| 3M | +4.9% | +1.6% | +3.4% | +2.4% |
| 6M | +23.7% | +11.2% | +12.5% | +4.1% |
| YTD | +17.8% | +22.0% | -4.2% | -14.3% |
| 1Y | +28.9% | +24.9% | +4.0% | -9.5% |
| 3Y | +241.9% | +78.5% | +163.4% | +36.4% |
| 5Y | +295.4% | +77.8% | +217.6% | +67.4% |
| 10Y | +344.1% | +231.1% | +113.1% | -18.6% |
| All | +906.3% | +736.6% | +169.7% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling