+948.9%
RCL vs VUG
+1,192.0%
-243.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | -0.9% |
| 7D | +5.0% | +0.5% | +4.5% | +4.0% |
| 30D | +19.4% | -8.2% | +27.6% | +33.9% |
| 3M | +5.9% | -5.4% | +11.4% | +13.8% |
| 6M | +23.8% | -2.5% | +26.3% | +26.9% |
| YTD | +22.8% | +4.2% | +18.6% | +14.6% |
| 1Y | +34.3% | +5.0% | +29.2% | +23.6% |
| 3Y | +276.4% | +81.7% | +194.7% | +55.1% |
| 5Y | +281.6% | +62.5% | +219.1% | +87.4% |
| 10Y | +379.0% | +396.3% | -17.3% | -58.7% |
| All | +948.9% | +1,192.0% | -243.0% | -75.8% |
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