+6.8%
VRT vs RCL
+32.4%
-25.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.0% | +6.6% | +9.0% |
| 7D | -10.6% | +5.0% | -15.6% | -11.5% |
| 30D | -17.4% | +19.4% | -36.8% | -20.7% |
| 3M | -26.4% | +5.9% | -32.3% | -27.6% |
| 6M | -41.0% | +23.8% | -64.8% | -44.3% |
| YTD | +23.8% | +22.8% | +1.0% | +13.8% |
| All | +6.8% | +32.4% | -25.6% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling