+78.9%
VOO vs RCL
+180.0%
-101.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | -0.9% | -17.3% | +16.4% | +2.9% |
| 3M | +3.9% | -2.8% | +6.6% | +4.1% |
| 6M | +14.5% | -4.4% | +18.9% | +14.5% |
| YTD | +13.0% | -4.2% | +17.1% | +11.8% |
| 1Y | +19.4% | -23.4% | +42.8% | +24.4% |
| 3Y | +78.9% | +179.4% | -100.5% | +33.9% |
| All | +78.9% | +180.0% | -101.1% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling