+805.8%
VOO vs RCL
+1,378.3%
-572.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -0.6% | +8.5% | -9.1% | -2.2% |
| 30D | -3.6% | +20.4% | -24.0% | -7.4% |
| 3M | -2.7% | +11.0% | -13.7% | -5.1% |
| 6M | +2.2% | +24.9% | -22.6% | -3.1% |
| YTD | +10.9% | +23.9% | -13.0% | +4.1% |
| 1Y | +11.3% | +30.8% | -19.5% | +3.1% |
| 3Y | +76.9% | +270.4% | -193.5% | +28.9% |
| 5Y | +73.5% | +296.1% | -222.6% | +18.6% |
| 10Y | +307.7% | +375.0% | -67.4% | +131.0% |
| All | +805.8% | +1,378.3% | -572.4% | +229.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling