+769.3%
VST vs RCL
+249.6%
+519.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.6% |
| 7D | +8.9% | -5.1% | +14.0% | +10.6% |
| 30D | +6.2% | -19.0% | +25.2% | +12.9% |
| 3M | -2.7% | -9.6% | +6.9% | -0.4% |
| 6M | -8.4% | -6.7% | -1.7% | -7.7% |
| YTD | -7.2% | -3.9% | -3.3% | -8.6% |
| 1Y | -20.9% | -25.1% | +4.2% | -16.3% |
| 3Y | +384.0% | +179.1% | +204.9% | +260.0% |
| All | +769.3% | +249.6% | +519.7% | +503.2% |
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