-2.6%
RCUS vs VT
+15.2%
-17.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | -0.3% |
| 7D | +5.0% | -0.3% | +5.3% | +5.5% |
| 30D | -21.9% | -1.4% | -20.5% | -20.5% |
| 3M | -33.0% | -1.4% | -31.6% | -31.7% |
| 6M | -25.9% | +5.5% | -31.3% | -31.4% |
| YTD | -19.0% | +12.8% | -31.8% | -30.8% |
| 1Y | -2.6% | +15.4% | -18.1% | -18.1% |
| All | -2.6% | +15.2% | -17.8% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling