+784.1%
RCL vs VXUS
+156.4%
+627.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.1% |
| 7D | +6.5% | -1.8% | +8.3% | +9.4% |
| 30D | +15.9% | -4.6% | +20.4% | +24.4% |
| 3M | +2.7% | -6.1% | +8.8% | +12.6% |
| 6M | +15.2% | -4.9% | +20.1% | +23.4% |
| YTD | +19.2% | +8.1% | +11.2% | +5.6% |
| 1Y | +31.6% | +12.1% | +19.5% | +10.3% |
| 3Y | +274.2% | +63.9% | +210.3% | +75.0% |
| 5Y | +250.1% | +43.1% | +206.9% | +111.9% |
| 10Y | +388.4% | +139.2% | +249.2% | +66.4% |
| All | +784.1% | +156.4% | +627.8% | +164.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling