+947.7%
VTI vs RCL
+2,345.3%
-1,397.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.6% | +1.6% |
| 7D | -0.7% | +0.6% | -1.3% | -0.8% |
| 30D | -1.9% | +19.4% | -21.3% | -6.0% |
| 3M | -1.4% | +9.8% | -11.2% | -3.9% |
| 6M | +3.5% | +28.6% | -25.2% | -3.2% |
| YTD | +12.6% | +22.2% | -9.6% | +5.2% |
| 1Y | +12.7% | +29.7% | -17.0% | +3.6% |
| 3Y | +78.8% | +265.3% | -186.5% | +26.1% |
| 5Y | +67.2% | +301.8% | -234.6% | +9.1% |
| 10Y | +293.9% | +360.5% | -66.6% | +109.4% |
| All | +947.7% | +2,345.3% | -1,397.7% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling