+289.6%
VTI vs RCL
+340.1%
-50.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.5% | -1.2% | +3.7% | +2.8% |
| 30D | -1.5% | +17.8% | -19.4% | -4.8% |
| 3M | -3.2% | +4.9% | -8.1% | -4.4% |
| 6M | +2.3% | +23.7% | -21.4% | -2.6% |
| YTD | +11.6% | +17.8% | -6.2% | +6.1% |
| 1Y | +13.8% | +28.9% | -15.2% | +6.0% |
| 3Y | +77.4% | +241.9% | -164.5% | +33.6% |
| 5Y | +64.6% | +295.4% | -230.8% | +15.0% |
| All | +289.6% | +340.1% | -50.6% | +155.8% |
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 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