+175.6%
RCL vs VXUS
+73.9%
+101.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.8% |
| 7D | -5.1% | +1.0% | -6.1% | -6.3% |
| 30D | -19.0% | +2.2% | -21.2% | -21.3% |
| 3M | -9.6% | +3.0% | -12.5% | -13.2% |
| 6M | -6.7% | +10.7% | -17.3% | -18.0% |
| YTD | -3.9% | +17.8% | -21.8% | -22.3% |
| 1Y | -25.1% | +27.6% | -52.7% | -45.5% |
| All | +175.6% | +73.9% | +101.7% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling