-81.2%
RC price history and return analytics
+296.1%
-377.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.4% | +0.2% | -20.6% | -20.6% |
| 7D | -20.4% | -2.3% | -18.1% | -18.4% |
| 30D | -30.8% | -5.0% | -25.8% | -26.9% |
| 3M | -44.6% | -4.9% | -39.7% | -41.4% |
| 6M | -57.7% | -1.5% | -56.1% | -57.0% |
| YTD | -60.1% | +8.5% | -68.6% | -63.3% |
| 1Y | -70.8% | +11.4% | -82.2% | -73.9% |
| 3Y | -88.7% | +70.1% | -158.8% | -93.4% |
| 5Y | -90.9% | +53.7% | -144.7% | -94.1% |
| 10Y | -80.5% | +220.0% | -300.5% | -92.6% |
| All | -81.2% | +296.1% | -377.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling