+82.6%
VOO vs RCL
+223.1%
-140.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | -2.5% | +0.5% | -1.5% |
| 30D | -1.7% | -15.7% | +14.0% | +1.8% |
| 3M | +4.7% | -3.6% | +8.4% | +5.2% |
| 6M | +12.6% | -8.7% | +21.2% | +13.7% |
| YTD | +11.8% | -6.2% | +17.9% | +11.3% |
| 1Y | +17.5% | -22.9% | +40.4% | +21.6% |
| 3Y | +77.0% | +173.6% | -96.6% | +36.5% |
| 5Y | +82.6% | +226.6% | -144.0% | +29.0% |
| All | +82.6% | +223.1% | -140.5% | +29.0% |
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