+130.5%
VRT vs RCL
-23.8%
+154.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +9.1% | -5.1% | +14.2% | +10.2% |
| 30D | +0.9% | -19.0% | +19.9% | +5.1% |
| 3M | -13.4% | -9.6% | -3.8% | -12.1% |
| 6M | +11.7% | -6.7% | +18.4% | +11.6% |
| YTD | +73.2% | -3.9% | +77.2% | +71.1% |
| All | +130.5% | -23.8% | +154.3% | +118.8% |
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