+960.3%
VTI vs RCL
+1,823.3%
-863.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +0.1% | -5.1% | +5.2% | +1.3% |
| 30D | 0.0% | -19.0% | +19.0% | +4.9% |
| 3M | +2.0% | -9.6% | +11.6% | +3.9% |
| 6M | +13.0% | -6.7% | +19.7% | +13.7% |
| YTD | +13.9% | -3.9% | +17.9% | +12.9% |
| 1Y | +20.0% | -25.1% | +45.1% | +25.2% |
| 3Y | +75.8% | +179.1% | -103.3% | +32.1% |
| 5Y | +73.8% | +243.3% | -169.5% | +17.7% |
| 10Y | +297.5% | +325.8% | -28.3% | +114.4% |
| All | +960.3% | +1,823.3% | -863.0% | +201.5% |
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