-78.4%
RC price history and return analytics
+224.4%
-302.8%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.1% | -9.3% |
| 7D | -18.4% | -0.7% | -17.7% | -17.5% |
| 30D | -20.5% | -1.7% | -18.8% | -18.4% |
| 3M | -47.6% | -2.3% | -45.3% | -45.8% |
| 6M | -46.7% | +1.5% | -48.2% | -47.4% |
| YTD | -56.5% | +12.0% | -68.5% | -61.9% |
| 1Y | -66.7% | +12.9% | -79.5% | -71.0% |
| 3Y | -87.4% | +74.9% | -162.4% | -93.5% |
| 5Y | -90.0% | +59.9% | -149.9% | -94.3% |
| 10Y | -78.4% | +224.6% | -303.0% | -93.7% |
| All | -78.4% | +224.4% | -302.8% | -93.7% |
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