-76.5%
RC price history and return analytics
+217.6%
-294.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.3% |
| 7D | -7.3% | -0.1% | -7.2% | -6.7% |
| 30D | -22.3% | -3.1% | -19.2% | -18.8% |
| 3M | -45.0% | -3.5% | -41.5% | -42.1% |
| 6M | -45.8% | +0.5% | -46.3% | -45.8% |
| YTD | -52.7% | +10.8% | -63.5% | -58.0% |
| 1Y | -61.7% | +11.9% | -73.6% | -66.3% |
| 3Y | -86.3% | +73.0% | -159.3% | -92.9% |
| 5Y | -89.0% | +58.6% | -147.7% | -93.6% |
| 10Y | -76.5% | +219.2% | -295.7% | -92.9% |
| All | -76.5% | +217.6% | -294.1% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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