+74.5%
RCUS vs VT
+153.5%
-79.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +1.5% | +0.4% | +1.1% | +0.9% |
| 30D | +7.1% | +1.0% | +6.1% | +5.6% |
| 3M | +20.1% | +2.4% | +17.7% | +16.4% |
| 6M | +30.8% | +12.0% | +18.8% | +12.0% |
| YTD | +24.5% | +15.3% | +9.1% | +2.2% |
| 1Y | +156.6% | +22.6% | +134.0% | +94.6% |
| 3Y | +39.9% | +74.7% | -34.8% | -33.6% |
| 5Y | -11.3% | +66.1% | -77.4% | -53.6% |
| All | +74.5% | +153.5% | -79.0% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling