+292.2%
RCL vs VWO
+25.3%
+266.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.2% | +2.0% | -3.2% | -3.5% |
| 30D | +17.8% | -4.3% | +22.1% | +24.3% |
| 3M | +4.9% | -6.4% | +11.3% | +13.5% |
| 6M | +23.7% | -5.6% | +29.4% | +32.1% |
| YTD | +17.8% | +5.2% | +12.6% | +10.2% |
| 1Y | +28.9% | +5.2% | +23.8% | +20.6% |
| 3Y | +241.9% | +55.5% | +186.4% | +80.8% |
| All | +292.2% | +25.3% | +266.9% | +236.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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