-91.0%
RC price history and return analytics
+57.0%
-148.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.3% | -9.6% | -9.6% |
| 7D | -3.5% | +2.4% | -5.9% | -5.7% |
| 30D | -23.4% | -1.5% | -21.9% | -21.7% |
| 3M | -53.6% | -4.1% | -49.4% | -51.0% |
| 6M | -51.1% | +0.6% | -51.6% | -51.1% |
| YTD | -61.6% | +11.0% | -72.7% | -65.6% |
| 1Y | -68.5% | +13.3% | -81.9% | -72.4% |
| 3Y | -88.8% | +73.4% | -162.2% | -93.8% |
| All | -91.0% | +57.0% | -148.0% | -94.7% |
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 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