-42.9%
VRT vs RCL
+23.0%
-65.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.9% | +5.5% | +2.3% |
| 7D | +18.6% | -0.2% | +18.9% | +18.6% |
| 30D | -11.7% | +14.4% | -26.0% | -14.7% |
| 3M | -27.3% | +5.2% | -32.4% | -28.6% |
| 6M | -42.9% | +26.1% | -69.0% | -49.6% |
| All | -42.9% | +23.0% | -65.9% | -49.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling