+4.9%
RCS vs VT
+57.0%
-52.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.4% | +2.4% | -3.7% | -2.5% |
| 30D | +1.0% | -1.5% | +2.5% | +1.7% |
| 3M | -4.6% | -4.1% | -0.4% | -2.7% |
| 6M | -6.0% | +0.6% | -6.5% | -6.5% |
| YTD | -4.4% | +11.0% | -15.4% | -9.8% |
| 1Y | -23.5% | +13.3% | -36.8% | -28.6% |
| 3Y | +18.8% | +73.4% | -54.6% | -13.0% |
| All | +4.9% | +57.0% | -52.2% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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