-88.8%
RC price history and return analytics
+57.4%
-146.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.4% | +2.6% | +19.7% | +19.4% |
| 7D | -2.8% | +0.4% | -3.2% | -2.7% |
| 30D | -20.0% | -2.6% | -17.4% | -17.2% |
| 3M | -38.7% | -3.2% | -35.5% | -36.0% |
| 6M | -44.2% | +0.9% | -45.2% | -44.4% |
| YTD | -51.3% | +11.3% | -62.6% | -56.5% |
| 1Y | -63.7% | +14.0% | -77.7% | -68.4% |
| 3Y | -85.9% | +75.8% | -161.8% | -92.3% |
| 5Y | -88.8% | +57.8% | -146.6% | -93.5% |
| All | -88.8% | +57.4% | -146.2% | -93.5% |
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