+943.3%
RCL vs VUG
+1,203.7%
-260.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.0% | -3.7% |
| 7D | +0.6% | -1.1% | +1.7% | +1.8% |
| 30D | +19.4% | -7.0% | +26.4% | +31.4% |
| 3M | +9.8% | -3.7% | +13.5% | +14.8% |
| 6M | +28.6% | -1.6% | +30.3% | +29.9% |
| YTD | +22.2% | +5.1% | +17.0% | +12.5% |
| 1Y | +29.7% | +3.8% | +26.0% | +21.4% |
| 3Y | +265.3% | +79.9% | +185.4% | +52.7% |
| 5Y | +301.8% | +66.4% | +235.4% | +90.4% |
| 10Y | +360.5% | +405.3% | -44.8% | -61.3% |
| All | +943.3% | +1,203.7% | -260.4% | -76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling