+294.5%
VTI vs RCL
+344.1%
-49.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -2.0% | -2.5% | +0.4% | -1.5% |
| 30D | -1.9% | -15.7% | +13.7% | +1.4% |
| 3M | +4.5% | -3.6% | +8.2% | +5.0% |
| 6M | +12.6% | -8.7% | +21.2% | +13.7% |
| YTD | +12.0% | -6.2% | +18.2% | +11.7% |
| 1Y | +17.3% | -22.9% | +40.2% | +21.1% |
| 3Y | +75.3% | +173.6% | -98.2% | +38.4% |
| 5Y | +74.0% | +226.6% | -152.6% | +26.7% |
| All | +294.5% | +344.1% | -49.6% | +168.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling