-62.8%
RC price history and return analytics
+221.4%
-284.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | +1.2% | +1.0% | +0.2% | 0.0% |
| 30D | 0.0% | -0.2% | +0.2% | +0.3% |
| 3M | -0.6% | +4.5% | -5.1% | -5.6% |
| 6M | -9.9% | +14.1% | -23.9% | -23.0% |
| YTD | -20.6% | +14.8% | -35.4% | -32.8% |
| 1Y | -59.0% | +21.2% | -80.2% | -67.5% |
| 3Y | -78.4% | +76.6% | -155.0% | -89.0% |
| 5Y | -79.8% | +66.6% | -146.4% | -89.0% |
| 10Y | -62.8% | +222.3% | -285.1% | -89.0% |
| All | -62.8% | +221.4% | -284.3% | -89.0% |
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