+823.0%
RCL vs VWO
+293.6%
+529.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.2% | +2.0% | -3.2% | -3.1% |
| 30D | +17.8% | -4.3% | +22.1% | +23.1% |
| 3M | +4.9% | -6.4% | +11.3% | +11.9% |
| 6M | +23.7% | -5.6% | +29.4% | +30.7% |
| YTD | +17.8% | +5.2% | +12.6% | +12.4% |
| 1Y | +28.9% | +5.2% | +23.8% | +23.0% |
| 3Y | +241.9% | +55.5% | +186.4% | +119.7% |
| 5Y | +295.4% | +25.6% | +269.8% | +224.7% |
| 10Y | +344.1% | +110.8% | +233.3% | +142.4% |
| All | +823.0% | +293.6% | +529.4% | +267.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling