+105.8%
V vs RCL
+285.8%
-179.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.3% | +4.6% | +0.4% |
| 7D | -0.4% | -0.2% | -0.1% | -0.4% |
| 30D | +6.3% | +14.4% | -8.1% | +3.6% |
| 3M | +17.2% | +5.2% | +12.0% | +15.7% |
| 6M | +29.2% | +26.1% | +3.1% | +22.7% |
| YTD | +20.8% | +17.4% | +3.4% | +15.1% |
| 1Y | +25.0% | +24.7% | +0.3% | +17.5% |
| 3Y | +75.3% | +250.9% | -175.6% | +30.2% |
| 5Y | +105.8% | +293.8% | -188.0% | +51.9% |
| All | +105.8% | +285.8% | -179.9% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling