+261.1%
RCL vs VUG
+57.0%
+204.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.3% |
| 7D | +6.5% | -3.4% | +9.9% | +10.7% |
| 30D | +15.9% | -11.1% | +27.0% | +32.7% |
| 3M | +2.7% | -7.2% | +9.9% | +11.6% |
| 6M | +15.2% | -4.1% | +19.4% | +20.2% |
| YTD | +19.2% | +1.4% | +17.9% | +16.5% |
| 1Y | +31.6% | +1.9% | +29.7% | +27.6% |
| 3Y | +274.2% | +77.7% | +196.5% | +82.0% |
| All | +261.1% | +57.0% | +204.1% | +100.4% |
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