+720.6%
RCL vs VTV
+721.7%
-1.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | +0.3% |
| 7D | -5.1% | +0.5% | -5.6% | -5.9% |
| 30D | -19.0% | +1.1% | -20.1% | -20.4% |
| 3M | -9.6% | +5.9% | -15.5% | -17.5% |
| 6M | -6.7% | +11.6% | -18.3% | -21.6% |
| YTD | -3.9% | +19.8% | -23.7% | -28.0% |
| 1Y | -25.1% | +26.2% | -51.3% | -48.3% |
| 3Y | +179.1% | +68.5% | +110.7% | +22.5% |
| 5Y | +243.3% | +79.9% | +163.4% | +42.4% |
| 10Y | +325.8% | +229.7% | +96.1% | -21.5% |
| All | +720.6% | +721.7% | -1.1% | -53.7% |
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