+234.8%
RCL vs VUG
+76.6%
+158.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.4% |
| 7D | -5.1% | -0.1% | -5.0% | -5.0% |
| 30D | -19.0% | -0.3% | -18.7% | -18.8% |
| 3M | -9.6% | -0.7% | -8.9% | -9.1% |
| 6M | -6.7% | +14.6% | -21.3% | -20.6% |
| YTD | -3.9% | +9.0% | -12.9% | -13.3% |
| 1Y | -25.1% | +14.9% | -40.0% | -37.0% |
| 3Y | +179.1% | +86.0% | +93.1% | +31.3% |
| All | +234.8% | +76.6% | +158.2% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling