+219.1%
RCL vs VYM
+77.5%
+141.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | -0.8% |
| 7D | -1.9% | -0.8% | -1.1% | -0.5% |
| 30D | -15.5% | -2.2% | -13.3% | -11.9% |
| 3M | -9.7% | +3.1% | -12.7% | -14.5% |
| 6M | -8.7% | +9.7% | -18.5% | -22.4% |
| YTD | -5.8% | +14.9% | -20.6% | -26.2% |
| 1Y | -24.5% | +17.6% | -42.0% | -43.1% |
| 3Y | +173.9% | +65.3% | +108.6% | +12.8% |
| All | +219.1% | +77.5% | +141.6% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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