+444.2%
V vs RCL
+396.5%
+47.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.7% |
| 7D | -0.8% | +5.0% | -5.7% | -1.8% |
| 30D | +9.5% | +19.4% | -9.9% | +5.5% |
| 3M | +16.7% | +5.9% | +10.7% | +14.9% |
| 6M | +32.9% | +23.8% | +9.1% | +26.1% |
| YTD | +21.1% | +22.8% | -1.7% | +13.8% |
| 1Y | +26.6% | +34.3% | -7.6% | +16.6% |
| 3Y | +78.4% | +276.4% | -198.1% | +28.3% |
| 5Y | +105.5% | +281.6% | -176.1% | +40.3% |
| 10Y | +444.2% | +379.0% | +65.2% | +233.5% |
| All | +444.2% | +396.5% | +47.7% | +233.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling