+350.2%
RCL vs VXUS
+145.9%
+204.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.4% |
| 7D | -0.5% | +1.6% | -2.0% | -3.1% |
| 30D | -17.3% | +1.0% | -18.3% | -18.8% |
| 3M | -2.8% | +5.7% | -8.4% | -12.1% |
| 6M | -4.4% | +13.6% | -18.0% | -23.3% |
| YTD | -4.2% | +17.4% | -21.6% | -27.8% |
| 1Y | -23.4% | +25.1% | -48.4% | -48.4% |
| 3Y | +179.4% | +75.8% | +103.6% | +1.8% |
| 5Y | +238.8% | +55.4% | +183.4% | +61.9% |
| 10Y | +350.2% | +146.4% | +203.8% | +28.1% |
| All | +350.2% | +145.9% | +204.3% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling