-23.4%
RCL vs VUG
+14.2%
-37.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -0.5% | +0.9% | -1.3% | -1.3% |
| 30D | -17.3% | -1.4% | -15.9% | -16.2% |
| 3M | -2.8% | +2.3% | -5.1% | -5.0% |
| 6M | -4.4% | +15.7% | -20.1% | -16.8% |
| YTD | -4.2% | +8.6% | -12.8% | -14.4% |
| 1Y | -23.4% | +14.1% | -37.4% | -33.0% |
| All | -23.4% | +14.2% | -37.6% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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