-90.1%
RC price history and return analytics
+58.5%
-148.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.5% |
| 7D | -15.0% | +2.9% | -17.8% | -17.4% |
| 30D | -18.7% | -2.5% | -16.2% | -16.0% |
| 3M | -47.6% | -3.3% | -44.2% | -45.2% |
| 6M | -48.7% | +1.5% | -50.3% | -49.3% |
| YTD | -57.4% | +11.4% | -68.8% | -62.0% |
| 1Y | -64.9% | +11.9% | -76.8% | -68.8% |
| 3Y | -87.7% | +73.9% | -161.6% | -93.2% |
| 5Y | -90.1% | +57.9% | -148.0% | -94.2% |
| All | -90.1% | +58.5% | -148.6% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling